Track Contract Progress

When someone asks “where is this contract?”, the answer should take seconds. Pactly’s contract record gives you the full history in one place: what happened, when, and who did it.

Open any contract from the repository to see its record. The contract record has four tabs and a sidebar with key details.

The timeline is a chronological feed of every event on a contract. Status changes, approvals, signature events, notes, and messages are all recorded automatically.

For a detailed guide on using the timeline, including adding notes, sending messages, and managing timeline items, see Contract Timeline.

The Documents tab shows every version of the contract document, organized as a version history.

What you see on this tab:

• The original document, whether generated from a template, uploaded for review, or uploaded for signature
• Negotiation rounds, each labeled with the party that sent or received it and the date
• The finalized and executed versions, once the contract reaches those stages

Click any version to preview it in the browser or download the file.

Contracts that go through negotiation track each exchange as a round. Each round records:

When a counterparty returns their markup after weeks of silence, you can review previous rounds to get back up to speed instead of searching through email threads.

Select any two document versions to see what changed between them. This is useful when:

• A counterparty returns their markup and you need to identify changes
• You want to verify that the signed version matches what was negotiated
• You need to review what changed between any two points in the negotiation

Automatic discrepancy checking: when a contract is finalized with an uploaded document, Pactly automatically compares it against the previous version and flags any differences. This catches cases where the signed document does not match what was negotiated.

The Properties tab shows all contract properties (metadata) for this contract, organized by property group.

Properties include dates, financial terms, legal terms, and any custom fields your organization has configured. Values can be edited directly from this tab (permissions permitting).

See Manage Contract Properties for details on property types and configuration.

The Reminders tab lets you set up notifications for important dates: renewal deadlines, obligation milestones, or review dates.

Reminders can be one-off or recurring, and notifications are sent by email to any recipients you specify (they do not need to be Pactly users).

See Setting Up Reminders for the full guide.

The sidebar on the right side of the contract record shows key information at a glance. It is organized into tabs:

• Check the timeline before reaching out. Before asking a colleague “what’s happening with this contract?”, check the timeline first. The answer is usually there.
• Use document comparison after receiving markups. When a counterparty returns their version, compare it against what you sent to focus your review on actual changes.
• Set reminders early. Don’t wait until a contract is executed to set renewal reminders. Set them as part of the finalization process so nothing slips through.

• Contract Timeline - Detailed guide to the timeline tab, adding notes, sending messages, and managing items
• Manage Contract Properties - Property types, editing values, and admin configuration
• Setting Up Reminders - Creating one-off and recurring reminders
• Contract Relationships - Linking related contracts
• Contracts Overview - Types of contracts and how they fit into the lifecycle
• Contract Status Reference - All contract statuses and transitions