Adding Parties to a Contract

A contract is an agreement between sides, so Pactly needs to know who those sides are. The other company, the person who signs, the people negotiating on each side: each one is a party on the contract.

Parties don’t live on the contract document itself. You attach a contact from your Contact Book to the contract and give it one or more roles, which say what that contact is on this particular agreement. The same contact can sit on many contracts at once, so you pick it once and reuse it from then on.

Roles: what a party is on this contract

When you attach a contact, you set its role. A contact can hold more than one role on the same contract (the person who negotiates is often also the person who signs).

There are four roles:

Counterparty: the other side of the deal: the company you are contracting with. This is the role you set on an entity (company) contact.
Signer: the individual who signs the agreement.
Counterparty Representative: a person acting for the other side during negotiation.
Our Representative: a person on your own side of the deal.

The party panel for an individual contact on a contract, with checkboxes to set the contact as Counterparty, Signer, Counterparty Representative, or Our Representative — Opening a person on the contract shows the role checkboxes. Tick the roles this contact holds on this agreement.

Attach a contact to a contract

Open the contract, find the Parties section, and link a contact from your Contact Book.

The Parties section of a contract showing two attached company contacts, an Add Party button, and an Extract Parties button — The Parties section on a contract record. Use Add Party to attach a contact from the Contact Book, or Extract Parties to pull them from an uploaded document.

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Open the Parties section

On the contract record, go to the Parties section. Any contacts already on the contract show here, each with its role chips beneath the name.

Click Add Party

Click Add Party and search your Contact Book. The search matches across every party field, so you can look by company name, person name, email, or any custom attribute. Pick the contact you want.

Set the roles

The contact opens in a panel showing its details. Tick the roles it holds on this contract: Set as Counterparty, Set as Signer, Set as Counterparty Representative, or Set as Our Representative. Company contacts show only Set as Counterparty.

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The roles you tick are saved on the link between that contact and this contract, not on the contact itself. The same company can be the counterparty here and a counterparty on a dozen other contracts, each with its own roles.

Manage or remove a party

Click a linked party to reopen its panel. Manage Party jumps to the full contact record in the Contact Book, where you can edit its details. Remove From Contract detaches the contact from this contract. Removing a party only breaks the link; the contact stays in your Contact Book and on every other contract it’s attached to.

Reuse an existing contact, or create a new one

The Contact Book exists so you enter a company or person once and reuse it everywhere. When you click Add Party, search first: if the contact already exists, pick it so the contract points at the same clean record every other contract uses.

If the contact genuinely isn’t there yet, choose New Party from the bottom of the search to create it inline, then set its roles. The new contact is added to your Contact Book at the same time, ready to reuse on the next contract.

Let AI extract parties from an upload

When you upload a third-party document, Pactly can read the parties straight out of the text so you don’t have to type them. Click Extract parties on the Parties section to run extraction.

Extracted parties appear under an AI Extracted Parties heading. They are not in your Contact Book yet: they’re suggestions. Click one to review the details Pactly pulled out, then either:

Save as new party: confirm the suggestion. The contact is created in your Contact Book and linked to the contract.
Dismiss party suggestion: discard it.

If the extracted details closely match a contact you already have, Pactly shows the potential match so you can merge into the existing record instead of creating a near-duplicate.

How parties flow into templates

When a contract is generated from a template, party data fills the document through tokens. Which party slot a contact fills is decided by the template, not by the role you set on the link. For how to write party tokens, including built-in fields and custom party attributes, see the variables and tokens reference.

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