Built by Metorial, the integration platform for agentic AI.
Creates a copy of an existing template, optionally with a new title and pre-filled placeholder values. Can also copy to another eSignatures account using a target API key.
Add, update, remove, or send/resend a contract to a signer. Use the `action` field to choose the operation. Adding a signer does not automatically send the contract — use "send" to deliver it.
Generates a PDF preview of a contract before it is signed. The preview is generated asynchronously — a `contract-pdf-generated` webhook event will be sent with the PDF URL once ready.
Withdraws a contract to prevent further signing. The contract data is retained but signers can no longer sign it. Can also be used when a signer declines.
Creates a new contract template with a defined document structure. Templates use `documentElements` to define headers, text, signer fields, images, tables, and more. Created templates can then be used to generate contracts.
Lists all available contract templates. Returns template IDs and titles, which can be used for creating contracts or managing templates.
Creates a new contract from a template and sends it to signers for electronic signature. Supports dynamic placeholder values, custom emails, branding, MFA, delivery methods, and embedded signing.
Retrieves the full details of a template including its title, placeholder field keys, signer field IDs, document elements, and creation date.
Updates an existing contract template's title, labels, or document elements. Only provided fields are updated.
Permanently deletes a contract template. This action cannot be undone.
Retrieves the full details of a contract including its status, signer information, signer-entered field values, and the signed PDF URL (available after all parties have signed).
Add, list, or remove collaborators on a contract template. Collaborators can edit the template via a shareable editor URL that can be embedded in an iframe.