Let the business draft its own contracts from your templates
Requesters answer a short form. Pactly fills in your own Word template from the answers and keeps only the clauses your rules allow, so every draft starts on approved wording.
Free 30 day trial. No credit card needed.
The answers choose between wording you wrote
Each question sits beside the clause it decides. Change an answer to see what the same template drafts instead.
A link is all the requester needs
Share the form wherever people ask for contracts today.
- No Pactly account
- They give their name and email and start. People who only fill in forms need no seat.
- Saved as they type
- Every answer saves as they go. Someone you invite by email can stop halfway and finish later from the same invite.
- Only the questions that apply
- A question appears when an earlier answer calls for it, so a simple request stays short.
- The draft by email
- On submit the draft can go straight to their inbox, and it is saved in Pactly as a contract in Draft for your team.
One form sends each request to the right template
The requester says what they need and your rules choose the template. If the other side insists on its own paper, the same form takes their file for a review against your playbook.
Also in contract generation
Your own Word templates
We turn the Word documents you already use into templates with you during onboarding, marking where each answer goes.
One edit for every new draft
Change a template once and the next draft uses the new wording. Drafts already made keep theirs.
Answers from more than one person
Chain forms so a second person, such as finance, adds to the contract’s details before it goes for approval.
Approvals before it goes out
On plans with custom workflows, a finalized draft can go to the right approvers by rules you set, for example by contract value.
Repeat requests flagged
Turn on the duplicate check and a requester is warned when the same agreement was asked for recently.
Drafts from your own systems
On the Growth and Ultimate plans, generate contracts from your own systems through the Pactly API, with the same templates and rules.
Questions about contract generation
Do we have to build the templates ourselves?
No. Our team sets up your templates during onboarding, from the Word documents you already use, and builds the form that goes with each one. For a new template or a change later, ask your Pactly contact.
Do requesters need a Pactly account?
No. A form link opens in the browser and asks only for a name and email. Colleagues who do have an account can start the same form from inside Pactly.
Can a requester change the wording?
Not through the form. It takes answers and the template decides the wording, so every draft starts on your approved text. When the draft changes later, your team records each version on the contract as a round.
What if the other side wants to use its own paper?
Give the form a choice for it. The requester uploads their document instead, and Pactly opens it as a contract for review against your playbook. See contract review.
What happens to drafts when we update a template?
Drafts made after the change use the new wording. Drafts made before keep the wording they were made with; to pick up the change, draft them again from the form.
What if an answer is missing?
The draft is still made. Pactly puts a [â—Ź] where the missing value belongs, so whoever checks the draft can see what to fill in.
How many templates do the plans include?
Essentials includes up to 3 templates, Growth up to 12 and Ultimate up to 30. Forms are unlimited on every plan, and the 30 day free trial includes 2 templates. See Pricing for the plans.
How is my data handled?
Pactly is ISO 27001 certified. Our Trust page describes where data is stored, who can see it and how it is protected.
Start with the contract your team drafts most
Pick a 45 minute slot. We walk through how that contract would work in Pactly, as a form for the business and a template for your team.
Request a demo