Contracts
Contracts in Accordio are professional, legally-binding agreements you can create in minutes. Use AI to generate content, add milestones for payment tracking, and collect e-signatures from clients.
TL;DR
Create contracts with AI or templates, add milestones for payment phases, send for e-signature, and track status from draft to completed.
Creating a Contract
From Scratch
Click New Contract from your dashboard. You'll see a blank editor where you can write your contract. Use the AI assistant on the right to generate content - just describe your project.
From a Template
When creating a new contract, choose from your saved templates or our starter templates. Templates can include variables that auto-fill with client information.
Learn more about templatesUsing AI
The fastest way to create a contract is with AI. In the chat, describe your project:
The AI will generate a full contract with scope of work, payment terms, milestones, and standard legal clauses.
Variables
Variables are placeholders that auto-fill when you create or send a contract. Use them in templates to save time.
| Variable | Fills With |
|---|---|
{{client_name}} | Client's full name |
{{client_company}} | Client's company name |
{{client_email}} | Client's email address |
{{project_name}} | Project title |
{{total_amount}} | Contract total |
{{today_date}} | Current date |
Client-Fillable Variables
You can also create client-fillable variables that the client fills in when signing (like their address or tax ID). These appear as form fields on the signing page.
Pro tip
Milestones
Milestones break your project into phases with specific deliverables and payment amounts. Add them from the Milestones tab in the editor.
Each milestone includes:
- Title: Name of the milestone (e.g., "Design Phase")
- Description: What's included in this milestone
- Deliverables: Specific items you'll deliver
- Amount: Payment for this phase
- Due date: Optional deadline
Escrow protection
Theming & Branding
Make your contracts look professional and on-brand:
- Themes: Choose from professional themes or customize colors
- Cover page: Add a branded cover page with your logo
- Cover image: Upload a custom image or generate one with AI
- Logo: Your logo appears in the header
Sending to Clients
When your contract is ready, click Send. You can:
- Send via email: Client receives an email with a link to view and sign
- Copy link: Share the link directly via any channel
- Sign first: You can sign the contract before sending to the client
- 1Review your contract in preview mode
- 2Click the "Send" button
- 3Enter client email and optional message
- 4Choose to sign first or let client sign first
- 5Click "Send" to deliver
E-Signatures
Clients can sign contracts directly from the link you send. The signing process:
- Client opens the contract link
- They can review the full contract
- They can ask the AI assistant questions about terms
- They fill in any client-fillable variables
- They draw or type their signature
- Both parties receive a signed PDF copy
Legally binding
Contract Status
Contracts move through these stages:
Version History
Accordio automatically saves versions of your contract as you edit. You can:
- View previous versions
- Compare changes between versions
- Restore an earlier version if needed
Reminders
If a client hasn't signed, send a reminder with one click. You can send reminders as often as needed - Accordio will send a friendly email with the contract link.
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