# Pactly

> Contract management software for in-house legal teams. Draft, review,
> negotiate, and manage contracts — with AI-assisted review, smart
> templates, negotiation playbooks, and a central contract repository.

Every page below is also available as clean Markdown at the same URL with a
`.md` suffix, or by sending an `Accept: text/markdown` request header.

## Overview

- [Contract Management Software | Pactly](https://www.pactly.com/index.md): An all-in-one contract negotiation platform that helps your legal team draft, review, negotiate and manage your contracts.

## Product

- [AI Contract Analysis Software for In-House Legal Teams | Pactly](https://www.pactly.com/contract-analysis.md): Extract liability positions, compare clause decisions, and benchmark past negotiations across your contract portfolio. AI-powered contract analysis for in-house legal teams.
- [Contract Lifecycle Management Software | Pactly](https://www.pactly.com/contract-lifecycle-management.md): Simple contract lifecycle management software that helps you take contracts from request to execution and beyond without overwhelming your legal team.
- [AI Contract Review & Negotiation Software | Pactly](https://www.pactly.com/contract-review.md): Review contracts 5x faster without sacrificing accuracy. Automate redline reviews and centralize institutional intelligence.
- [Contract Drafting & Generation Software | Pactly](https://www.pactly.com/draft-contract.md): Create contracts at the speed of business. Empower your teams to create professional draft contracts in under 5 minutes with simple questionnaires.

## Solutions

- [Large Legal Teams | Enterprise Contract Management | Pactly](https://www.pactly.com/solutions/large-legal-teams.md): Pactly helps large legal teams manage complexity and streamline processes to maximize efficiency and collaboration across your entire organization.
- [Contract Renewal Tracking & Reminders | Pactly](https://www.pactly.com/solutions/renewal-tracking-and-reminders.md): Never miss a contract renewal with Pactly CLM. Automated renewal tracking, intelligent date recognition, and customizable alerts help you stay proactive and minimize risk.
- [Small Legal Teams | Contract Management Software | Pactly](https://www.pactly.com/solutions/small-legal-teams.md): Pactly helps small legal teams do more with less. Draft, negotiate, and execute contracts more efficiently to multiply the productivity of your legal department.

## Pricing

- [Pricing & Plans for Contract Management | Pactly](https://www.pactly.com/pricing.md): Pactly is a modern, affordable, and easy to use contracting platform built to drive value for even the smallest legal in-house teams

## Developers

- [REST API for Contract Management | Pactly](https://www.pactly.com/api.md): Integrate your contract workflows with Pactly's REST API. Access contracts, generate documents programmatically, and trigger custom actions from your existing systems.

## Tools

- [Free Legal Tools: ROI Calculator & More | Pactly](https://www.pactly.com/tools.md): Free tools for legal teams: estimate CLM ROI, generate contract review playbooks with AI, and run one-off AI contract reviews.

## Blog

- [Blog - Contract Management Insights | Pactly](https://www.pactly.com/blog.md): Insights on contract management, legal operations, and best practices for modern legal teams.
- [The 5 Best NDA Management Software for 2026 | Pactly](https://www.pactly.com/blog/5-best-nda-management-software-solutions.md): Compare the top 5 NDA management tools for 2026 and find the right platform to automate your workflow, manage risk, and protect your data.
- [5 Common Master Service Agreement (MSA) Mistakes | Pactly](https://www.pactly.com/blog/5-common-msa-mistakes.md): Avoid these 5 common MSA mistakes: generic templates, vague acceptance criteria, and confusing indemnity with liability. Learn how to protect your IP and cap your risk.
- [5 Contract Review Best Practices | Pactly](https://www.pactly.com/blog/5-contract-review-best-practices.md): Master contract review best practices for 2026 - from auditing critical clauses, avoiding ambiguity, and leveraging AI for speed.
- [5 Essential Master Service Agreement (MSA) Clauses | Pactly](https://www.pactly.com/blog/5-essential-master-service-agreement-msa-clauses.md): Essential MSA clauses to include: IP ownership triggers, liability caps, precedence rules, and financial protections for B2B service providers.
- [5 Hidden Liabilities to Track in Expired NDAs | Pactly](https://www.pactly.com/blog/5-hidden-liabilities-to-track-in-expired-ndas.md): Follow our 5-step checklist to track survival clauses and hidden liabilities in expired NDAs.
- [5 Steps to Audit Your Active NDA Obligations | Pactly](https://www.pactly.com/blog/5-steps-to-audit-your-active-nda-obligations.md): Follow our 5-step checklist to audit your active NDA obligations, extract key data points, and eliminate hidden legal risks.
- [5 Ways to Triage High-Volume NDA Reviews | Pactly](https://www.pactly.com/blog/5-ways-to-triage-high-volume-nda-reviews.md): Learn 5 ways to triage high-volume NDA reviews without increasing headcount using risk tiering, intake forms, and automated first-passes.
- [7 Legal Tech Tools for Budget-Savvy Teams | Pactly](https://www.pactly.com/blog/7-inhouse-legal-tech-tools-ideal-for-budget-savvy-legal-teams.md): Explore our selection of 7 inhouse legal tech tools, ideal for optimizing trademark, board, and contract management on a budget.
- [7 Steps to Automate NDA Intake for Legal Teams | Pactly](https://www.pactly.com/blog/automate-nda-intake-workflow-for-small-legal-teams.md): Follow this 7-step technical guide to automate the entire NDA intake and filing process for small legal teams using tools like Zapier and Slack.
- [Background vs Foreground IP in Research | Pactly](https://www.pactly.com/blog/background-ip-vs-foreground-ip-in-research-agreements.md): Understand the difference between background IP and foreground IP in research collaboration agreements, and how to negotiate IP clauses that protect your university's interests.
- [The benefits of automating your NDA process | Pactly](https://www.pactly.com/blog/benefits-of-automating-your-nda-process.md): Learn about the strategic benefits of automating your NDA process in our blog, and see how it transforms every step of your contracting process.
- [Best Contract Management Software: Comparison Guide | Pactly](https://www.pactly.com/blog/best-contract-management-software-comparison-guide.md): Compare top contract management software for small to enterprise teams. Explore CLM tools for approvals, AI extraction, and full lifecycle management.
- [Best Contract Management Software for Large Teams | Pactly](https://www.pactly.com/blog/best-contract-management-software-for-large-legal-teams.md): Learn about the best enterprise CLM software, the 5 must-have features for contract review, and "Stress Test" strategy for third-party paper.
- [Best Contract Management Software for Small Teams | Pactly](https://www.pactly.com/blog/best-contract-management-software-for-small-legal-teams.md): Find the best contract management software for small legal teams with AI redlining, automated renewal alerts, and self-service templates.
- [Find The 10 Best Contract Renewal Software Tools (2026) | Pactly](https://www.pactly.com/blog/best-contract-renewal-software-tools.md): Compare the top 10 contract renewal tools of 2026, from enterprise engines like Icertis to sales-friendly tools like PandaDoc, and find your perfect fit.
- [Best Contractbook Alternatives (2026) | Pactly](https://www.pactly.com/blog/best-contractbook-alternatives.md): Looking for the best Contractbook alternatives in 2026 - compare Juro, PandaDoc, DocuSign CLM etc to find the right contract tool for your team.
- [9 Best Icertis Alternatives (2026) | Pactly](https://www.pactly.com/blog/best-icertis-alternatives.md): Compare the 9 best Icertis alternatives in 2026. From modern favorites like Ironclad & Juro to enterprise competitors like DocuSign CLM & Agiloft, find the right CLM for your team.
- [9 Best Ironclad Alternatives (2026) | Pactly](https://www.pactly.com/blog/best-ironclad-alternatives.md): Struggling with Ironclad's high cost or slow setup? Discover the 9 best Ironclad alternatives for 2026. From Juro’s speed to Sirion’s deep AI, find the right fit for your team.
- [9 Best Lexagle Alternatives for 2026 | Pactly](https://www.pactly.com/blog/best-lexagle-alternatives.md): Discover the 9 best Lexagle alternatives for 2026. Compare top-rated CLMs like PandaDoc, Ironclad, and Juro to find the perfect balance of AI intelligence and "out of the box" speed.
- [Best SaaS Contract Management Software | Pactly](https://www.pactly.com/blog/best-saas-contract-management-software.md): Compare top SaaS contract management software for enterprise and SMB. Learn which tools fit your team’s size, workflow, and SaaS contract drafting needs.
- [9 Best Sirion Alternatives (2026) | Pactly](https://www.pactly.com/blog/best-sirion-alternatives.md): Looking for the best Sirion alternatives in 2026? Compare LinkSquares, Ironclad, and Coupa to see how they stack up against Sirion’s AI intelligence and obligation tracking.
- [8 Best Spellbook Alternatives (2026) | Pactly](https://www.pactly.com/blog/best-spellbook-alternatives.md): We break down the 9 best Spellbook alternatives for 2026. Compare Harvey’s research depth, Ivo’s redlining speed, and Luminance’s M&A power to find your match.
- [Building a Contract Playbook for Your Research Office | Pactly](https://www.pactly.com/blog/building-a-contract-playbook-for-your-research-office.md): How to build a contract playbook tailored to research agreements, covering RCAs, MTAs, NDAs, and DUAs with standardized positions your team can follow.
- [Can ChatGPT Compare Two Contracts? (Speed vs. Precision) | Pactly](https://www.pactly.com/blog/can-chatgpt-compare-two-contracts.md): Learn how ChatGPT can compare documents, its accuracy pitfalls, and why precision legal work demands specialized, secure platforms.
- [Can ChatGPT Write a Legal Contract? Do's and Don'ts | Pactly](https://www.pactly.com/blog/can-i-use-chatgpt-to-write-a-legal-contract.md): Can ChatGPT write your legal agreements? Learn the definitive Do's and Don'ts for using AI in contract drafting, the liability risks, and secure alternatives.
- [Centralising University Contract Management | Pactly](https://www.pactly.com/blog/centralising-contract-management-across-university-departments.md): How to bring scattered contract management under one roof without slowing down the faculties that depend on fast turnaround.
- [Clinical Trial Agreements: Key Clauses and Negotiation | Pactly](https://www.pactly.com/blog/clinical-trial-agreements-key-clauses-and-negotiation.md): A practical guide to clinical trial agreements: key clauses, common negotiation issues, and how to manage CTA workflows at your institution.
- [5 Root Causes Behind CLM Implementation Failure | Pactly](https://www.pactly.com/blog/clm-implementation-failure.md): Learn the 5 key reasons CLM implementations fail and how to fix them for smoother rollouts, better adoption, and improved compliance.
- [CLM Software Cost: Price, Features, and Fees | Pactly](https://www.pactly.com/blog/clm-software-cost.md): Unlock the real price of CLM software. Get a strategic breakdown of benchmarks, hidden fees, and how to calculate ROI to justify your investment.
- [Difference between CLM vs ERP (Techniques & Integration) | Pactly](https://www.pactly.com/blog/clm-vs-erp.md): Learn the key differences between CLM and ERP and how integrating them streamlines contract workflows across your teams.
- [CMS vs CLM: 3 Key Differences to Consider When Choosing | Pactly](https://www.pactly.com/blog/cms-vs-clm.md): Learn the 3 key differences between CMS and CLM and discover which system best fits your business needs.
- [Common Consulting Agreement Playbook Clauses to Include | Pactly](https://www.pactly.com/blog/common-consulting-agreement-playbook-clauses-to-include.md): Master the 5 essential clauses for your Consulting Agreement Playbook. Learn how to standardize IP ownership, liability super-caps, and termination rights to protect your company’s assets and speed up negotiations.
- [Common Contract Review Mistakes to Avoid | Pactly](https://www.pactly.com/blog/common-contract-review-mistakes-to-avoid.md): Avoid the 6 most common contract review mistakes, from vague scope to Standard Language traps.
- [Common NDA Clauses to Include (2026 Guide) | Pactly](https://www.pactly.com/blog/common-nda-clauses-to-include.md): Discover the 5 most common NDA clauses to include in 2026, from confidentiality scope to modern "No-AI Training" terms.
- [10 Common NDA Mistakes to Avoid | Pactly](https://www.pactly.com/blog/common-nda-mistakes-to-avoid.md): Discover the 10 most common NDA mistakes to avoid in 2026, from indemnification traps to missing AI training clauses.
- [Common SaaS Agreement Playbook Clauses to Include | Pactly](https://www.pactly.com/blog/common-saas-agreement-playbook-clauses-to-include.md): Discover the essential clauses for your SaaS Agreement Playbook. Learn how to standardize data security, uptime SLAs, and renewal price caps to protect your company from vendor lock-in and hidden costs.
- [Common Vendor Agreement Clauses: A Guide for Businesses | Pactly](https://www.pactly.com/blog/common-vendor-agreement-clauses.md): What are the most important clauses to include in a vendor agreement? From Scope of Work and SLAs to Indemnification and Termination rights, use our Vendor Agreement Checklist to protect your business.
- [The Ultimate Consulting Agreement Playbook Checklist | Pactly](https://www.pactly.com/blog/consulting-agreement-playbook-checklist.md): Audit your service contracts with our Consulting Agreement Playbook Checklist. From IP ownership and "work made for hire" to liability super-caps and termination rights, ensure your legal framework is ready for 2026.
- [Contract Lifecycle Management Best Practices Guide | Pactly](https://www.pactly.com/blog/contract-lifecycle-management-best-practices-guide.md): Learn essential CLM best practices like workflow automation, standardization, and contract intelligence in 2026.
- [Contract Software for Research Universities | Pactly](https://www.pactly.com/blog/contract-management-software-for-research-universities-what-to-look-for.md): An evaluation guide for universities choosing contract management software: what research offices need that generic CLM tools don't provide.
- [Contract Management Workflow: The Complete Guide | Pactly](https://www.pactly.com/blog/contract-management-workflow-guide.md): Master the 7 core stages of a contract management workflow in 2026. Learn how to move from request to renewal with total visibility and avoid common bottlenecks.
- [Contract Negotiation Checklist for Small Legal Teams | Pactly](https://www.pactly.com/blog/contract-negotiation-checklist-for-small-legal-teams.md): Contract negotiation checklist for lean in-house legal teams (2–5 people) to triage deals, speed up redlines, and move toward a high-impact, ROI-driven negotiation process
- [Contract Redlining With ChatGPT: Risks to Know | Pactly](https://www.pactly.com/blog/contract-redlining-with-chatgpt.md): Understand the risks of using ChatGPT for redlining. Learn its legal limitations, liability pitfalls, and discover secure AI alternatives for contracts.
- [Mastering Contract Renewals: Best Practices & Checklist | Pactly](https://www.pactly.com/blog/contract-renewals-best-practices-checklis.md): Learn how to manage contract renewals with our 7 best practices and 12-point checklist to protect your bottom line and stay ahead of the calendar.
- [Contract Review Checklist: Protect Your Business | Pactly](https://www.pactly.com/blog/contract-review-checklist.md): Mitigate risk with our 2026 Contract Review Checklist. Learn what to look for, how to identify red flags, and ensure legal compliance before you sign.
- [Contract Review Workflow Guide | Pactly](https://www.pactly.com/blog/contract-review-workflow-guide.md): Master your contract review workflow for 2026. Learn the 4 stages of a high-velocity process and 5 areas to optimize with AI to avoid common mistakes.
- [Contract Risk Assessment for Research | Pactly](https://www.pactly.com/blog/contract-risk-assessment-for-research-agreements.md): How to assess and manage contract risk across your research agreement portfolio, from IP exposure to counterparty due diligence.
- [CPQ vs CLM: Differences, Integration, Sales Impact | Pactly](https://www.pactly.com/blog/cpq-vs-clm.md): Learn the differences between CPQ and CLM, how they boost sales efficiency, deal velocity, and why integration creates seamless Quote-to-Cash.
- [Guide to Building a Contract Negotiation Playbook | Pactly](https://www.pactly.com/blog/creating-contract-negotiation-playbooks.md): A contract negotiation playbook can help you streamline your review and negotiation process. Learn how to create your own playbook in this article.
- [Data Use Agreements in Research | Pactly](https://www.pactly.com/blog/data-use-agreements-in-research-requirements-and-compliance.md): When you need a data use agreement for research, what it should cover, and how DUAs intersect with PDPA and other data protection frameworks.
- [Beyond the Checklist: Guide to Drafting SaaS Agreements | Pactly](https://www.pactly.com/blog/guide-to-drafting-saas-agreements.md): Follow this 6-step guide to drafting your own SaaS agreements
- [How to Auto-Redline NDAs with AI on a Budget | Pactly](https://www.pactly.com/blog/how-to-auto-redline-ndas-with-ai-on-a-budget.md): Follow this simple, budget-friendly workflow to use AI for auto-redlining third-party NDAs today.
- [Automate Reminders for Research Sub-Contracts | Pactly](https://www.pactly.com/blog/how-to-automate-reminder-workflows-for-research-sub-contracts.md): Learn 5 steps to automate your research sub-contract reminder workflows, from standardizing deliverable tags to maintaining a digital audit trail.
- [How to Automate the NDA Contract Review Process | Pactly](https://www.pactly.com/blog/how-to-automate-the-nda-contract-review-process.md): Automate your NDA review process by centralizing your negotiation logic, creating Word clause libraries, and standardizing business approvals for faster turnarounds.
- [How to Build a University Contract Clause Library | Pactly](https://www.pactly.com/blog/how-to-build-a-university-contract-clause-library.md): Learn 5 steps to building a university contract clause library, from categorizing clauses by agreement type to implementing a periodic review cycle.
- [Centralize Contract Expiries Across Departments | Pactly](https://www.pactly.com/blog/how-to-centralize-contract-expiries-across-university-departments.md): Learn 5 steps to centralize contract expiries across university departments, from establishing universal date formats to conducting monthly portfolio health audits.
- [Contract Drafting Analytics for University Boards | Pactly](https://www.pactly.com/blog/how-to-generate-contract-drafting-analytics-for-university-board-reporting.md): Learn 5 steps to generating real-time contract drafting analytics for university board reporting, from defining north star metrics to automating delivery schedules.
- [Contract Management Workflow: A 5-Step Checklist | Pactly](https://www.pactly.com/blog/how-to-implement-a-contract-management-workflow.md): Follow our 5-step checklist to implement a contract management workflow that reduces bottlenecks and scales with your business.
- [Manage Research Contracts Without Spreadsheets | Pactly](https://www.pactly.com/blog/how-to-manage-research-contracts-without-spreadsheets.md): If your research office tracks contracts in spreadsheets and email threads, here's what you're risking, and how to move to a system that actually works.
- [Reduce Contract Cycle Times in University Research | Pactly](https://www.pactly.com/blog/how-to-reduce-contract-cycle-times-in-university-research-offices.md): Learn 5 steps to reducing contract cycle times in university research offices, from standardizing with a modular clause library to eliminating signature drag.
- [Cut Contract Turnaround in Your Research Office | Pactly](https://www.pactly.com/blog/how-to-reduce-contract-turnaround-time-research-office.md): Where research contract time actually goes, how to measure it, and five practical levers to compress cycle times without cutting corners.
- [How to Review NDA Contracts at Scale with AI Tools | Pactly](https://www.pactly.com/blog/how-to-review-nda-contracts-at-scale-with-ai-tools.md): Learn how to review NDAs at scale with AI tools while managing confidentiality risks.
- [How to Set Up Automated Triage for NDAs | Pactly](https://www.pactly.com/blog/how-to-set-up-automated-triage-for-ndas.md): Follow these 7 steps to build an automated NDA triage system that routes low-risk deals and flags high-priority work.
- [Track and Manage Changes During NDA Review | Pactly](https://www.pactly.com/blog/how-to-track-and-manage-changes-during-the-nda-review-process.md): Learn how to manage changes during the NDA review process using strict naming conventions, version summaries, and mandatory ghost comments.
- [Important Clauses to Include in Your Customer Agreement | Pactly](https://www.pactly.com/blog/important-clauses-to-include-in-your-customer-agreement.md): Protect your business with these 8 essential Customer Agreement clauses. Cover scope, payment, IP, liability, and more to ensure clear expectations and faster signatures.
- [Is It Safe to Upload Contracts to ChatGPT? | Pactly](https://www.pactly.com/blog/is-it-safe-to-upload-contracts-to-chatgpt.md): STOP - learn the definitive answer on uploading contracts to ChatGPT, the compliance risks, legal pitfalls, and secure, B2B-approved alternatives.
- [Master Service Agreement (MSA) Playbook Guide | Pactly](https://www.pactly.com/blog/master-service-agreement-msa-playbook-guide.md): Streamline your B2B sales with our Master Service Agreement (MSA) Playbook Guide. Learn how to protect your IP, set liability caps, and shorten your sales cycle with a standardized MSA framework.
- [The NDA Automation Checklist: A Step-by-Step Build Guide | Pactly](https://www.pactly.com/blog/nda-automation-checklist.md): Follow our 7-step checklist to automate your NDA process—from Typeform intake to Salesforce archiving.
- [NDA contract playbook Guide | Pactly](https://www.pactly.com/blog/nda-contract-playbook-guide.md): Master your NDA negotiations with our 2026 guide. Learn how to build a NDA contract playbook with preferred clauses, fallback positions, and escalation paths.
- [NDA Marking Provisions: What to Watch For | Pactly](https://www.pactly.com/blog/nda-marking-provisions.md): Is the marking provision in your non-disclosure agreement unnecessary? We explore the downside of ignoring this provision in your NDA review.
- [PDPA Compliance in Research Contracts: A Singapore Guide | Pactly](https://www.pactly.com/blog/pdpa-compliance-in-research-contracts-singapore-guide.md): How Singapore's Personal Data Protection Act affects research contracts, data use agreements, and cross-border collaborations, and what clauses you need to include.
- [Phases of a Contract: Key Tasks and Tips | Pactly](https://www.pactly.com/blog/phases-of-a-contract.md): Get an overview of the phases of a contract. Learn about essential tasks, best practices, and how CLM software can improve the process.
- [Prep Research Contracts for a Compliance Audit | Pactly](https://www.pactly.com/blog/preparing-for-compliance-audit-research-contracts.md): A practical guide to audit-proofing your research contract portfolio: what auditors look for, common gaps, and how to prepare when time is short.
- [Research Collaboration Agreements: A Guide | Pactly](https://www.pactly.com/blog/research-collaboration-agreements-guide-for-university-partnerships.md): Learn what research collaboration agreements are, key clauses to negotiate, IP and publication provisions, and how to streamline RCA management at your university.
- [SaaS Agreement Playbook Checklist | Pactly](https://www.pactly.com/blog/saas-agreement-playbook-checklist.md): Use our comprehensive SaaS Agreement Checklist to audit your software contracts. From consumption metrics and overage protections to data residency and renewal windows, ensure your SaaS stack is secure and cost-effective.
- [SaaS Agreement Playbook Guide | Pactly](https://www.pactly.com/blog/saas-agreement-playbook-guide.md): Learn how to build and use a SaaS Agreement Playbook that protects your data and your budget.
- [Sirion vs. Icertis: CLM Comparison (2026) | Pactly](https://www.pactly.com/blog/sirion-vs-icertis.md): Sirion vs. Icertis in 2026: Which enterprise CLM wins? Compare G2 scores, reporting capabilities (9.0 vs 7.7), and AI intelligence to find the right fit for your team.
- [Sirion vs. Ironclad Comparison (2026) | Pactly](https://www.pactly.com/blog/sirion-vs-ironclad.md): Sirion vs. Ironclad 2026: The ultimate head-to-head. Compare Ironclad’s 9.0 UX and "out of the box" velocity against Sirion’s 9.3 support and "Agentic AI" obligation tracking.
- [Streamlining Approvals for University Contracts | Pactly](https://www.pactly.com/blog/streamlining-internal-approvals-for-university-research-contracts.md): Learn how to streamline internal approvals for university research contracts with role-based routing, parallel reviews, and electronic signature workflows.
- [Top 10 Contract Lifecycle Management Software (2026) | Pactly](https://www.pactly.com/blog/top-10-contract-lifecycle-management-software-2026.md): Compare the best contract lifecycle management (CLM) software for 2026. Discover the strengths of Ironclad, Icertis, LinkSquares, Juro, and more to find the right fit for your team
- [Tracking Research Contract Milestones (How-To) | Pactly](https://www.pactly.com/blog/tracking-research-contract-milestones-and-compliance-alerts-how-to.md): Learn how to track research contract milestones and compliance alerts by centralizing deadlines, setting tiered reminders, and building audit-ready histories.
- [Vendor Contract Management: Best Practices & Workflows | Pactly](https://www.pactly.com/blog/vendor-contract-management-best-practices-workflows.md): Master vendor contract management with 4 automated workflows and 7 strategic best practices to eliminate "hidden spend" and streamline onboarding for a more resilient supply chain.
- [Vendor Contract Playbook Guide | Pactly](https://www.pactly.com/blog/vendor-contract-playbook-guide.md): Secure your supply chain with our Vendor Contract Playbook Guide. Learn how to standardize delivery timelines, quality warranties, and payment terms to protect your business from supplier risk and hidden costs.
- [Vendor Contract Renewal: Tips & Checklist | Pactly](https://www.pactly.com/blog/vendor-contract-renewal-tips-checklist.md): Master your next negotiation with 7 vendor contract renewal tips—including migration planning and leverage tactics to extract more value and lower your costs.
- [Virtuos: Closing Projects Faster with NDAs | Pactly](https://www.pactly.com/blog/virtuos-nda-automation.md): A better contracting process can reduce the workload for your team. Read how Virtuos managed to close projects faster by introducing NDA automation.
- [What Is a Contract Playbook? A Legal Guide | Pactly](https://www.pactly.com/blog/what-is-a-contract-playbook-the-definitive-guide-for-legal-teams.md): A contract playbook documents your standards for reviewing and negotiating contracts. Learn what they contain, why they matter, and how to build one.
- [What Is a Material Transfer Agreement (MTA)? | Pactly](https://www.pactly.com/blog/what-is-a-material-transfer-agreement-mta.md): A practical guide to material transfer agreements: when you need one, key clauses to negotiate, the UBMTA framework, and how to streamline MTA processing.
- [Wet vs Electronic Signatures: Which Is Better? | Pactly](https://www.pactly.com/blog/what-is-a-wet-signature.md): As electronic signatures become more common, we explore what wet ink signatures are, how they differ from electronic signatures and when to use them
- [What to Do When Your Contract Manager Leaves | Pactly](https://www.pactly.com/blog/what-to-do-when-your-contract-manager-leaves.md): Your experienced contract manager just gave notice. Here's how to protect institutional knowledge and keep your research contracts on track.
- [Who Can Sign Research Contracts at a University | Pactly](https://www.pactly.com/blog/who-can-sign-research-contracts-university-signing-authority.md): Signing authority for research contracts: who can sign what, common governance models, and how to prevent unauthorized signatures.
- [Your First SaaS Contract: A Checklist | Pactly](https://www.pactly.com/blog/your-first-saas-contract-checklist-for-sole-in-house-counsel.md): You just moved in-house. The CFO emailed you a 40-page SaaS MSA and asked if it's fine to sign. Here's the checklist for the fourteen clauses that actually matter, and how to push back without slowing the deal.

## Changelog

- [Changelog: Product Updates & Releases | Pactly](https://www.pactly.com/changelog.md): Product updates and new features in Pactly.
- [CC Recipients on Messages - Changelog | Pactly](https://www.pactly.com/changelog/2026-02-12-01-cc-recipients.md): CC additional stakeholders when sending messages from the contract timeline.
- [Bulk AI Property Extraction - Changelog | Pactly](https://www.pactly.com/changelog/2026-02-12-02-bulk-ai-extraction.md): Trigger AI property extraction for multiple contracts at once.
- [Smarter Party Search in Forms - Changelog | Pactly](https://www.pactly.com/changelog/2026-02-12-03-smarter-party-search.md): Search parties by abbreviation, email, phone, or registration number.
- [Cleaner Form Validation - Changelog | Pactly](https://www.pactly.com/changelog/2026-02-12-04-cleaner-form-validation.md): Validation errors appear only after you interact with a field.
- [AI Chat Scroll Control - Changelog | Pactly](https://www.pactly.com/changelog/2026-02-12-05-ai-chat-scroll.md): Scroll freely while AI is streaming a response.
- [MCP Server (Alpha) - Changelog | Pactly](https://www.pactly.com/changelog/2026-02-12-06-mcp-server-alpha.md): Connect AI assistants directly to your contract data via MCP.
- [Projects: Diligence & Tabular Review - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-25-01-projects-tabular-review.md): Run due diligence and benchmarking across your contract portfolio.
- [Collapsible Sidebar - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-25-02-collapsible-sidebar.md): Collapse the sidebar to icons for more horizontal space.
- [Delete Document Rounds - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-25-03-delete-document-rounds.md): Remove duplicate or incorrect document versions directly from the Document tab.
- [Bulk Party Extraction - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-25-04-bulk-party-extraction.md): Extract parties from multiple contracts at once.
- [Multi-Reference Search - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-25-05-multi-reference-search.md): Paste multiple reference numbers to find all matching contracts at once.
- [E-Signature Improvements - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-25-06-e-signature-improvements.md): Custom email subjects, viewer roles, and non-signer field warnings.
- [Form Entry Improvements - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-25-07-form-entry-improvements.md): Status filtering, auto-archive stale drafts, and deleted contract indicators.
- [MCP Server Updates - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-25-08-mcp-server-updates.md): OAuth2 authentication for AI tool connections.
- [Finalization Controls - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-31-01-finalization-controls.md): Block finalization until required properties are filled and parties are verified.
- [Contract Readiness Checklist - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-31-02-contract-checklist.md): A configurable checklist on the contract sidebar that tracks what needs to be done at each stage.
- [Scheduled Contract Abort - Changelog | Pactly](https://www.pactly.com/changelog/2026-03-31-03-scheduled-abort.md): Mark contracts for abort with a 30-day notification period before automatic closure.
- [Pactly E-Signatures Improvements - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-07-01-esign-overhaul.md): Guided signing flow, resizable fields, custom text labels, and a polished field placement editor.
- [Improved Party Search - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-07-02-improved-party-search.md): Fuzzy matching and smarter filtering when searching contracts by party.
- [Full Attachment Preview - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-07-03-full-attachment-preview.md): Attachment previews now load the full PDF document with lazy loading.
- [Faster Search Dialogs - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-07-04-faster-recipient-picker.md): Search and selection dialogs now open instantly, even on accounts with thousands of options.
- [Date Conditions on Form Fields - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-10-01-date-conditions-on-forms.md): Gate form questions and output fields based on date comparisons.
- [Reports Section - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-24-01-reports-section.md): A unified catalog of visual reports and data exports, plus a new Reports-only role.
- [Per-Send Form Customization - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-24-02-per-send-form-customization.md): Tweak a form at send-time without creating a separate copy for every variant.
- [Auto-Reminders for Pending Forms - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-24-03-form-auto-reminders.md): Schedule recurring reminder emails for external recipients who haven't completed their forms.
- [Form Submission PDF Download and Notifications - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-24-04-form-pdf-download.md): Download completed form submissions as a clean PDF and notify specific people each time one is submitted.
- [Pactly E-Signatures Improvements - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-24-05-esign-improvements.md): Configurable audit trail, comment and track-changes handling, and expiration warnings for signers.
- [Delete the Executed Document - Changelog | Pactly](https://www.pactly.com/changelog/2026-04-24-06-delete-executed-document.md): Remove an incorrectly uploaded executed document directly from the Versions panel.
- [Approval Workflow Improvements - Changelog | Pactly](https://www.pactly.com/changelog/2026-05-28-01-approval-workflow-improvements.md): A dedicated approvals view in your contracts list, plus a manual send button when workflows don't fire.
- [Cleaner Archive, Abort, and Delete - Changelog | Pactly](https://www.pactly.com/changelog/2026-05-28-02-cleaner-archive-and-abort.md): Pending approvals and signature requests are now properly cancelled when you archive, abort, or delete a contract.
- [Pactly E-Signatures Improvements - Changelog | Pactly](https://www.pactly.com/changelog/2026-05-28-03-esign-improvements.md): Pick internal users as recipients, see when signers have viewed the document, and signer emails got a redesign.
- [Per-Report Visibility in the Reports Catalog - Changelog | Pactly](https://www.pactly.com/changelog/2026-05-28-04-per-report-visibility.md): Share specific reports with specific users or roles without exposing the full catalog.
- [Unified Search (Ctrl+K) - Changelog | Pactly](https://www.pactly.com/changelog/2026-06-26-01-unified-search.md): Jump to any contract, party, or template from anywhere with a single keyboard shortcut.
- [Renewal & Expiry Tracking, Reworked - Changelog | Pactly](https://www.pactly.com/changelog/2026-06-26-02-renewal-expiry-tracking.md): Reminders now set themselves ahead of each renewal or expiry deadline, driven by your org's rules and laid out on a clear timeline.
- [Visual Reports, Reworked - Changelog | Pactly](https://www.pactly.com/changelog/2026-06-26-03-visual-reports-revamp.md): A unified reports area with date ranges, drill-downs, and reworked Volume, Workload, and Turnaround reports.
- [Import a Playbook from a Word Document - Changelog | Pactly](https://www.pactly.com/changelog/2026-06-26-04-import-playbook-from-word.md): Upload your existing playbook .docx and Pactly turns it into an editable playbook draft.
- [Pre-fill E-Signature Fields Before Sending - Changelog | Pactly](https://www.pactly.com/changelog/2026-06-26-05-prefill-esign-fields.md): Set default values on signing fields, and lock the ones signers shouldn't change.
- [Cancel, Edit, and Reject Approvals Mid-Flight - Changelog | Pactly](https://www.pactly.com/changelog/2026-06-26-06-approval-lifecycle.md): Recall an in-flight approval, change who approves, or reject it, with everyone notified consistently.
- [Search Across All Property Groups - Changelog | Pactly](https://www.pactly.com/changelog/2026-06-26-07-search-all-property-groups.md): Find any contract property without knowing which group it lives in.
- [Bulk Import with AI Classification - Changelog | Pactly](https://www.pactly.com/changelog/2026-07-19-01-smarter-bulk-import.md): Import your contract archive in bulk: AI fills in the contract type, name, and reference year while you review everything in one staging table.
- [Turn a Contract Template into a Playbook - Changelog | Pactly](https://www.pactly.com/changelog/2026-07-19-02-playbook-from-template.md): Upload your standard contract template and Pactly builds a draft playbook from it, extracting your preferred language and suggesting fallbacks.
- [Customize Renewal Reminders per Contract - Changelog | Pactly](https://www.pactly.com/changelog/2026-07-19-03-per-contract-renewal-settings.md): Tailor the reminder schedule and recipients for an individual contract without touching your company-wide renewal rules.
- [Workflow Editor, Reworked - Changelog | Pactly](https://www.pactly.com/changelog/2026-07-19-04-workflow-editor-rework.md): All workflow actions now live in one searchable, filterable table instead of being split across per-event lists.
- [Pactly E-Signatures: Trusted Seal in Adobe Reader - Changelog | Pactly](https://www.pactly.com/changelog/2026-07-19-05-esign-trusted-seal.md): PDFs signed with Pactly E-Signatures now carry an Adobe-trusted digital seal: green checkmark, verified signer identity, and tamper detection.
- [Microsoft Entra ID: SSO, User Provisioning, and Scheduled Enforcement - Changelog | Pactly](https://www.pactly.com/changelog/2026-07-19-06-entra-sso-scim.md): Sign in with Microsoft Entra ID on web and Word, sync users automatically via SCIM, and enforce SSO for your domains at a scheduled cutoff.
- [Projects: Classification Columns and Compliance Scoring - Changelog | Pactly](https://www.pactly.com/changelog/2026-07-21-01-projects-classification-columns.md): Constrain a column to a set of values you define, show a multi-point check as a coverage score, and compare a contract against several reference documents.
- [Search Within the Document Preview - Changelog | Pactly](https://www.pactly.com/changelog/2026-07-21-02-document-preview-search.md): Press Ctrl-F in a Project's document preview to find and jump to any keyword, including in scanned PDFs.
- [Projects: Correct a Value and Mark It Reviewed - Changelog | Pactly](https://www.pactly.com/changelog/2026-08-04-01-projects-manual-cell-override.md): Edit an extracted cell in place, keep the AI's original underneath, and have your correction survive a re-run.
- [Pactly E-Signatures: Access Codes for Signers - Changelog | Pactly](https://www.pactly.com/changelog/2026-08-04-02-esign-access-codes.md): Require a signer to enter a code you give them out of band before they can open the document.
- [Download the Approval Trail as a PDF - Changelog | Pactly](https://www.pactly.com/changelog/2026-08-04-03-approval-trail-pdf.md): Turn a contract's approval chain into a PDF, and optionally attach it to a Pactly E-Signatures send so signers can see it was approved.
- [Saved Snippets for Rich Text Form Fields - Changelog | Pactly](https://www.pactly.com/changelog/2026-08-04-04-form-field-snippets.md): Build a library of pre-approved wordings and offer them on any rich text form field, so people fill it by picking rather than drafting.
- [Projects: Date and Number Formatting - Changelog | Pactly](https://www.pactly.com/changelog/2026-08-04-05-projects-column-formats.md): Pick how date and number columns display, without wording it into the question or re-running the analysis.

## Help Center

- [Pactly Help Center | Pactly Help Center](https://www.pactly.com/help.md): Find guides, tutorials, and answers for using Pactly's contract lifecycle management platform.
- [Administration | Pactly Help Center](https://www.pactly.com/help/admin/01-overview.md): Manage your Pactly workspace: who has access, what each person can do, how they sign in, and your account-wide settings.
- [Adding and Managing Users | Pactly Help Center](https://www.pactly.com/help/admin/adding-and-managing-users.md): Invite users, set their role and groups, and deactivate people who leave, all from Account settings > User management.
- [Add Your Company Logo to Emails | Pactly Help Center](https://www.pactly.com/help/admin/company-logo-emails.md): Upload your company logo and switch it on so it appears in the emails Pactly sends on your behalf.
- [Configuring Contract Reference Numbers | Pactly Help Center](https://www.pactly.com/help/admin/contract-reference-numbers.md): Build the reference number format every Pactly contract gets, using year, incremental, and custom-text tokens.
- [Connect DocuSign or Adobe Sign | Pactly Help Center](https://www.pactly.com/help/admin/docusign-setup.md): Set up the DocuSign or Adobe Sign integration so each signer authorizes their own account and can send for signature from Pactly.
- [Verify and Lock Your Email Domain | Pactly Help Center](https://www.pactly.com/help/admin/domain-verification-and-locking.md): Verify ownership of your company's email domain, then lock it so only your organization can create Pactly accounts on it.
- [Email Settings | Pactly Help Center](https://www.pactly.com/help/admin/email-settings.md): Configure the account-wide email settings under Data > Email: email-in, sender name, fallback address, and approval reminder digests.
- [Groups & Document Access | Pactly Help Center](https://www.pactly.com/help/admin/groups-document-access.md): Use groups to control which users can see and work with specific contracts, including a Sensitive option that hides contracts even from admins.
- [Renewal Notification Rules | Pactly Help Center](https://www.pactly.com/help/admin/renewal-notification-rules.md): Set who gets reminded, and how many days before a renewal or expiry, across every contract or a narrower set you define.
- [SCIM User Provisioning | Pactly Help Center](https://www.pactly.com/help/admin/scim-provisioning.md): Connect Microsoft Entra ID to Pactly over SCIM 2.0: endpoint URL, bearer token, allowed operations, attribute mapping, and how deprovisioning works.
- [Entra ID App Setup for SSO (OIDC) | Pactly Help Center](https://www.pactly.com/help/admin/sso-entra-oidc-setup.md): Configure the Microsoft Entra ID side of Pactly SSO: choose Pactly's multi-tenant app or your own app registration, set the redirect URI, client secret, and optional claims.
- [Single Sign-On with Microsoft Entra ID | Pactly Help Center](https://www.pactly.com/help/admin/sso-microsoft-entra-id.md): Set up SSO with Microsoft Entra ID: app registration, client secret, JIT and SCIM provisioning, the password fallback toggle, and which domains see the SSO button.
- [Role Permissions Reference | Pactly Help Center](https://www.pactly.com/help/admin/user-role-permissions.md): What each Pactly role can do, plus the four access conditions that decide whether a user can act on a contract or only see it.
- [User Roles | Pactly Help Center](https://www.pactly.com/help/admin/user-roles.md): Reference for Pactly's system roles, custom role overlays, per-company labels, and the owner-vs-company scoping that decides what each user can do.
- [Why Can't This User Do X? | Pactly Help Center](https://www.pactly.com/help/admin/why-cant-this-user-do-x.md): A symptom-to-cause map for greyed-out buttons and missing actions in Pactly: role, owner-vs-company scope, group membership, and read-only roles.
- [AI Integrations (MCP & API) | Pactly Help Center](https://www.pactly.com/help/ai-assist/01-mcp-overview.md): Connect external AI clients to your Pactly workspace with read-only, company-scoped access over the Model Context Protocol.
- [AI Assist | Pactly Help Center](https://www.pactly.com/help/ai-assist/01-overview.md): Assist is Pactly's in-app AI: ask questions about a contract, search across your portfolio, draft messages, and propose tracked edits you review and accept.
- [Connect an AI Client (MCP Setup) | Pactly Help Center](https://www.pactly.com/help/ai-assist/02-mcp-setup.md): Connect Claude, Cursor, and other MCP clients to Pactly's read-only MCP server using an API key or OAuth 2.1.
- [Using AI Assist | Pactly Help Center](https://www.pactly.com/help/ai-assist/02-using-ai-assist.md): Open the Assist panel, ask about a contract or its timeline, attach a file, and review the tracked edits and comments Assist proposes before you accept them.
- [MCP Tools Reference | Pactly Help Center](https://www.pactly.com/help/ai-assist/03-mcp-tools-reference.md): Every tool exposed by Pactly's MCP server: parameters, status codes, response fields, and example prompts.
- [Reports | Pactly Help Center](https://www.pactly.com/help/analytics/01-overview.md): Read your organization's contract volumes, in-flight work, and turnaround times, and download curated data exports for your own reporting.
- [Reading the Reports | Pactly Help Center](https://www.pactly.com/help/analytics/02-reading-the-reports.md): How to read the three Visual Report cards in Pactly, what each metric actually counts, and how to set the scope that drives the numbers.
- [Reports Data Exports | Pactly Help Center](https://www.pactly.com/help/analytics/03-custom-exports-and-downloads.md): Get organization-specific data out of Pactly as a CSV or Excel file: pick an export in Reports, set its filters and date range, and download it.
- [Why don't I see everything in Reports? | Pactly Help Center](https://www.pactly.com/help/analytics/04-data-scoping-in-reports.md): Reports are company-wide, but restricted groups you cannot see, plus imported and uninitialised contracts, are excluded by default. Here is what counts.
- [Your Clause Library | Pactly Help Center](https://www.pactly.com/help/clauses/00-overview.md): What the Clause Bank is, where your approved clauses live, who can edit them, and how it differs from a playbook's suggested clauses.
- [Building Your Clause Library | Pactly Help Center](https://www.pactly.com/help/clauses/01-building-your-clause-library.md): Add, tag, and maintain pre-approved language in the web Clause Bank, or clip a clause straight from a document in the Word plugin.
- [Contact Book | Pactly Help Center](https://www.pactly.com/help/contacts/01-overview.md): The Contact Book is your company-wide address book of the companies and people on your contracts: enter a counterparty once, then reuse it across every agreement.
- [Managing Companies & People | Pactly Help Center](https://www.pactly.com/help/contacts/02-managing-contacts.md): Add and maintain the companies and people on your contracts in the Contact Book: individual vs legal entity, built-in fields, tags, the Our Party and Verified toggles, and inline editing.
- [Adding Parties to a Contract | Pactly Help Center](https://www.pactly.com/help/contacts/03-linking-to-contracts.md): Attach companies and people from your Contact Book to a contract, set their roles, reuse existing contacts, and let AI extract parties from an upload.
- [Party Attributes | Pactly Help Center](https://www.pactly.com/help/contacts/04-party-attributes.md): Party attributes are the custom fields you track per contact: define them once, scope them to people or companies, and feed them into forms and documents.
- [Finding & Merging Duplicates | Pactly Help Center](https://www.pactly.com/help/contacts/05-duplicates-and-merge.md): Find duplicate contacts in the Contact Book and merge them into one record so every contract points at the same party.
- [Contracts | Pactly Help Center](https://www.pactly.com/help/contracts/01-overview.md): The repository is where every contract in Pactly lives: find any agreement, track where it stands, manage its versions, and handle it through its lifecycle.
- [Create a Contract | Pactly Help Center](https://www.pactly.com/help/contracts/02-create-contract.md): How a contract enters the Pactly repository: draft from a template, upload for review, send for signature, request approval, or import a historical agreement.
- [Navigate and Search Contracts | Pactly Help Center](https://www.pactly.com/help/contracts/03-navigate-and-search.md): Find any contract in the repository by reference, then filter, search, sort, and pick your columns to narrow the list down.
- [Track Contract Progress | Pactly Help Center](https://www.pactly.com/help/contracts/04-track-contract-progress.md): Tell where any contract stands at a glance: its status, the timeline of what has happened, and the negotiation rounds behind the current draft.
- [Properties on a Contract | Pactly Help Center](https://www.pactly.com/help/contracts/05-manage-contract-properties.md): Read and edit a contract's property values from the Properties tab: switch between groups, edit values inline, add a property to one contract, and re-run AI extraction.
- [Reviewing a Vendor NDA | Pactly Help Center](https://www.pactly.com/help/contracts/06-reviewing-vendor-nda.md): A worked example: receive a vendor's NDA, review it against your playbook, negotiate changes, and get it signed, end to end in Pactly.
- [Contract Status Reference | Pactly Help Center](https://www.pactly.com/help/contracts/07-status-reference.md): Every contract status in Pactly: what each means, how a contract moves between them, and how status affects visibility and reporting.
- [Abort, Archive, Terminate, and Delete | Pactly Help Center](https://www.pactly.com/help/contracts/abort-archive-terminate-delete.md): The four end-of-life actions for a contract: what each does to your dashboard and reports, and which can be undone.
- [Action Required | Pactly Help Center](https://www.pactly.com/help/contracts/action-required.md): See which contracts need your attention right now, with automatic flags for new emails, messages, and assignments.
- [Contract Relationships | Pactly Help Center](https://www.pactly.com/help/contracts/contract-relationships.md): Link related contracts to maintain visibility across master agreements, amendments, renewals, and associated documents.
- [Contract Timeline | Pactly Help Center](https://www.pactly.com/help/contracts/contract-timeline.md): Track every event on a contract in one chronological feed, from creation through execution, with notes, messages, approvals, and signature activity.
- [Create Contract Rounds | Pactly Help Center](https://www.pactly.com/help/contracts/create-contract-rounds.md): Record each exchange of a draft as a round in the Pactly Word plugin: who sent or received it, the party, and the date, so the full negotiation history stays clear.
- [Custom Views | Pactly Help Center](https://www.pactly.com/help/contracts/custom-views.md): Save filter and column combinations as named views so you can switch between different ways of looking at your contract repository without reapplying settings each time.
- [Contracts Data Exports | Pactly Help Center](https://www.pactly.com/help/contracts/data-exports.md): Export contract metadata to CSV and contract files as quarterly ZIP bundles, for finance, compliance, and audit reporting.
- [Download and Share a Contract | Pactly Help Center](https://www.pactly.com/help/contracts/download-and-share-a-contract.md): Get the right contract document out of Pactly and to the right person: the executed file, the latest round, or a finalized version, plus what to do when a shared link opens blank.
- [Email a Contract into Pactly | Pactly Help Center](https://www.pactly.com/help/contracts/email-in.md): Forward or CC a contract's dedicated address to capture the email, and optionally its attachments, on the contract timeline automatically.
- [Finalize a Contract | Pactly Help Center](https://www.pactly.com/help/contracts/finalize-contract.md): Close negotiation and move a contract toward approval or signature, with an automatic discrepancy check on the final version.
- [Import Historical Contracts | Pactly Help Center](https://www.pactly.com/help/contracts/import-historical-contracts.md): Bring a backlog of already-signed agreements into Pactly in one pass, with a staging review table, at-import classification and naming, and duplicate detection.
- [Reassign a Contract Owner | Pactly Help Center](https://www.pactly.com/help/contracts/reassign-a-contract-owner.md): Change who owns a contract, one at a time or in bulk, instead of raising a support request, plus how the default owner is set and who is allowed to reassign.
- [Send Messages to External Parties | Pactly Help Center](https://www.pactly.com/help/contracts/send-external-messages.md): Email a counterparty directly from a contract, with templates and attachments, so the exchange is recorded on the timeline and replies come back to the contract.
- [Renewal & Expiry | Pactly Help Center](https://www.pactly.com/help/contracts/setup-reminders.md): How Pactly tracks each contract's renewal and expiry dates and automatically reminds the right people before a renewal or notice deadline slips past.
- [Why Can't I Find This Contract? | Pactly Help Center](https://www.pactly.com/help/contracts/why-cant-i-find-this-contract.md): A checklist for when a contract is missing from your list: still in an early status, owned by someone else, in a group you're not in, hidden by a filter, or limited by your role.
- [E-Signatures | Pactly Help Center](https://www.pactly.com/help/e-signatures/00-overview.md): Get contracts signed electronically in Pactly, with built-in e-signatures or integrations with DocuSign and Adobe Sign.
- [How to Cancel or Abort a Signature Request | Pactly Help Center](https://www.pactly.com/help/e-signatures/cancel-signature-request.md): Learn the two methods for canceling a signature request in Pactly: canceling the request with the e-signature provider or aborting the entire contract.
- [How to Complete a Signature Request (Signer Guide) | Pactly Help Center](https://www.pactly.com/help/e-signatures/complete-signature-request.md): A step-by-step guide for signers on how to complete an e-signature request sent via Pactly e-Sign.
- [Fully Signed vs Partially Signed Settings | Pactly Help Center](https://www.pactly.com/help/e-signatures/fully-vs-partially-signed.md): Understand the fully signed vs partially signed choice on a signature request, and how company signing settings set the default everyone starts from.
- [How to Create and Send a Signature Request | Pactly Help Center](https://www.pactly.com/help/e-signatures/request-esignature.md): Learn how to upload documents and request electronic signatures in Pactly using Pactly e-Sign or your connected signature provider.
- [Sending Signature Reminders Manually | Pactly Help Center](https://www.pactly.com/help/e-signatures/send-signature-reminders.md): Learn how to manually send reminder emails to signers who haven't completed their signature requests.
- [Signature Validity and the Trusted Seal | Pactly Help Center](https://www.pactly.com/help/e-signatures/signature-validity-and-seal.md): How a contract signed with Pactly e-Sign proves it is genuine and unaltered, with a trusted digital seal that Adobe Acrobat and Reader verify automatically.
- [How to Upload a Signed Document Manually | Pactly Help Center](https://www.pactly.com/help/e-signatures/upload-signed-manually.md): Upload an already-signed contract to Pactly when signatures were collected outside the e-signature workflow, and mark it executed.
- [Forms | Pactly Help Center](https://www.pactly.com/help/forms/01-overview.md): Collect structured data from business teams to generate contracts automatically, replacing ad-hoc email and chat requests with a consistent intake process.
- [Filling Out a Form | Pactly Help Center](https://www.pactly.com/help/forms/02-filling-out-a-form.md): Open a form link, enter your details at the access gate, fill in each section, and submit your request. Covers navigation, auto-save, dropdowns, and common issues.
- [Creating a Form | Pactly Help Center](https://www.pactly.com/help/forms/03-creating-a-form.md): Build a new intake form in Pactly: create the form, add and organize fields into sections, preview, and manage your form library.
- [Field Types Reference | Pactly Help Center](https://www.pactly.com/help/forms/04-field-types-reference.md): Every form field type in Pactly with its configuration options, rendering behavior, and when to use each one.
- [Conditional Logic | Pactly Help Center](https://www.pactly.com/help/forms/05-conditional-logic.md): Show or hide form fields and control which actions fire based on the requester's answers, using the AND/OR condition builder.
- [Form Actions | Pactly Help Center](https://www.pactly.com/help/forms/06-form-actions.md): Configure what happens when a form is submitted: generate contracts from templates, create contracts for review, import external agreements, or redirect to another form.
- [Field Mappings and Naming | Pactly Help Center](https://www.pactly.com/help/forms/07-field-mappings-and-naming.md): Connect form field answers to contract properties so data flows automatically into generated contracts, and configure naming tokens for entry titles, contract names, and file names.
- [Sharing Forms and Managing Entries | Pactly Help Center](https://www.pactly.com/help/forms/08-sharing-and-access.md): Share a form with a permalink or start it from the Create button, restrict submissions by email domain, then track, filter, and export entries.
- [Form Sequences | Pactly Help Center](https://www.pactly.com/help/forms/09-form-sequences.md): Chain multiple forms into multi-step workflows where one form's submission triggers the next, with data flowing between forms.
- [What is Pactly? | Pactly Help Center](https://www.pactly.com/help/getting-started/01-what-is-pactly.md): Learn what Pactly is, the difference between the web app and the Word plugin, and where to go next for the job you came to do.
- [Your First Contract on the Web | Pactly Help Center](https://www.pactly.com/help/getting-started/02-quick-start-web.md): Sign in, land in the Contracts repository, and create or find your first contract. A short on-ramp into the Pactly web app.
- [Quick Start: Your First Review in Word | Pactly Help Center](https://www.pactly.com/help/getting-started/03-quick-start-word.md): Install the Pactly Word Plugin, sign in, and run your first playbook review on a counterparty contract.
- [Find Anything with Quick Search | Pactly Help Center](https://www.pactly.com/help/getting-started/quick-search.md): Open the global search palette with Ctrl+K (Cmd+K on Mac) to jump to any contract, party, form, or template from anywhere in Pactly.
- [Signing in to Pactly | Pactly Help Center](https://www.pactly.com/help/getting-started/signing-in-to-pactly.md): How to sign in to Pactly on the web and in Word: email-first login, Microsoft Entra single sign-on, two-factor codes, password resets, and what to do when you can't get in.
- [What Is a Playbook? | Pactly Help Center](https://www.pactly.com/help/playbooks/01-what-is-a-playbook.md): A playbook is your negotiation standards written so Pactly's AI can apply them: a set of positions that flags issues in third-party contracts clause by clause.
- [Creating Your First Playbook | Pactly Help Center](https://www.pactly.com/help/playbooks/02-creating-your-first-playbook.md): Build a playbook from scratch in Pactly: add positions, set the no-evidence classification, add keywords and suggested clauses, then publish it for reviews.
- [Cloning and Copying Playbooks | Pactly Help Center](https://www.pactly.com/help/playbooks/cloning-and-copying-playbooks.md): Start a new playbook from an existing one: clone your own playbooks, or copy a Pactly default playbook into your company to customize it.
- [Generate a Playbook with AI | Pactly Help Center](https://www.pactly.com/help/playbooks/generate-a-playbook-with-ai.md): Use the AI wizard to draft a playbook from a few questions about your standards, then review and refine the positions before you publish.
- [Import a Playbook from a Document | Pactly Help Center](https://www.pactly.com/help/playbooks/import-a-playbook-from-a-document.md): Upload a document and let Pactly build a playbook draft from it: convert an existing written playbook, or turn your standard contract template into preferred positions. Pactly auto-detects which.
- [Choosing the Right Playbook | Pactly Help Center](https://www.pactly.com/help/playbooks/playbook-selection.md): When several playbooks fit the same contract type, pick the one that matches the deal before you run a review, on the web or in Word.
- [Position Reference | Pactly Help Center](https://www.pactly.com/help/playbooks/positions-reference.md): Every part of a playbook position: its description, the three note types, suggested clauses (the Word add-in's preferred clauses, stored internally as fallbacks), examples, keywords, group, and the no-evidence classification rule.
- [Where to Run a Playbook Review | Pactly Help Center](https://www.pactly.com/help/playbooks/review-contracts-word-plugin.md): Where to run a playbook review against an incoming contract: in the Pactly Word plugin while you redline, or in the web app on the contract record.
- [Reviewing a Third-Party Contract | Pactly Help Center](https://www.pactly.com/help/playbooks/review-third-party-contract.md): Review a counterparty's paper against your playbook from the Pactly web app: what the review checks, and how to read the results on the contract.
- [Reading Playbook Results in the Web App | Pactly Help Center](https://www.pactly.com/help/playbooks/web-app-review-results.md): Read a playbook review on the contract record: each position's verdict, the reasoning behind it, the matched clauses, and how to re-run a review.
- [Writing Effective Positions | Pactly Help Center](https://www.pactly.com/help/playbooks/writing-playbook-positions.md): Write playbook positions the AI can act on, with declarative descriptions, the right no-evidence classification, tuned keywords, and ready-to-insert suggested clauses.
- [Projects | Pactly Help Center](https://www.pactly.com/help/projects/01-overview.md): Analyze many contracts at once: extract the same data points across your portfolio into a sortable, exportable grid using AI.
- [Analyze Contracts | Pactly Help Center](https://www.pactly.com/help/projects/02-contract-analysis.md): Create a project, select contracts, configure data extraction columns, and run AI-powered analysis across your portfolio.
- [Review Analysis Results | Pactly Help Center](https://www.pactly.com/help/projects/03-review-results.md): Read the extraction grid, check each value's reasoning and source quote against the document, and handle errors or outdated cells.
- [Export Results | Pactly Help Center](https://www.pactly.com/help/projects/04-export-and-share.md): Download your project's extraction results to an Excel spreadsheet, with options to include AI reasoning and source references.
- [Checking and Trusting Results | Pactly Help Center](https://www.pactly.com/help/projects/checking-and-trusting-results.md): How to verify AI-extracted values before you rely on them: read the reasoning, check the source quote against the document, and re-run when output is wrong.
- [Writing Column Questions | Pactly Help Center](https://www.pactly.com/help/projects/writing-column-questions.md): How to write your own extraction columns: phrase the Question, match the Type to the answer, and get accurate, comparable results across contracts.
- [Properties & Categories | Pactly Help Center](https://www.pactly.com/help/properties/01-overview.md): Contract properties are the fields you track per contract, and categories are your contract types. Together they power forms, templates, routing, and reporting.
- [Categories (Contract Types) | Pactly Help Center](https://www.pactly.com/help/properties/02-contract-types.md): Create and manage contract types in Settings. Categories classify each contract, drive routing and reporting, and keep your repository organized.
- [Creating Contract Properties | Pactly Help Center](https://www.pactly.com/help/properties/03-creating-properties.md): Define the contract properties you track on every contract: pick the right property type, decide how it attaches to contracts, and organize it into groups.
- [How Property Values Get Captured and Used | Pactly Help Center](https://www.pactly.com/help/properties/04-capturing-and-using-values.md): How contract property values are captured from intake forms, AI extraction, and workflow actions, then reused across documents, filtering, routing, and renewal tracking.
- [Managing Properties: Best Practices and Pitfalls | Pactly Help Center](https://www.pactly.com/help/properties/05-best-practices.md): Avoid silent breakage when editing contract properties: how keys, propagation, option renames, attachment, and deletion behave, and what to do instead.
- [Templates | Pactly Help Center](https://www.pactly.com/help/templates/01-overview.md): Generate a standardized contract from your own approved Word document, with the right variables, clauses, and logic filled in automatically.
- [Conditional Logic and Rules | Pactly Help Center](https://www.pactly.com/help/templates/conditional-logic-and-rules.md): Show or hide clauses in a generated contract with conditional tags and rules: entity-vs-individual branches, the four-branch pattern, and boolean rule statements.
- [Create a Template | Pactly Help Center](https://www.pactly.com/help/templates/create-a-template.md): Turn an existing Word document into a Pactly template by prepping the .docx, embedding tags, parsing, and uploading so it can generate contracts.
- [Generate a Contract from a Template | Pactly Help Center](https://www.pactly.com/help/templates/generate-a-contract.md): Produce a correctly formatted draft contract from one of your organization's templates by filling out a generation form.
- [Managing Templates | Pactly Help Center](https://www.pactly.com/help/templates/manage-templates.md): Version, categorize, clone, back up, and control access to your template library, plus what propagates to contracts already generated.
- [Mappings: Forms, Properties, and Template Tokens | Pactly Help Center](https://www.pactly.com/help/templates/mappings-forms-and-properties.md): Trace how a form answer becomes a value in a generated contract: form field to contract property to template token, including value maps for dropdowns.
- [The Option Sync Trap | Pactly Help Center](https://www.pactly.com/help/templates/the-sync-trap.md): Why a dropdown option label lives in four places at once, and what to keep in sync so a conditional clause never silently stops firing.
- [Variables & Tokens Reference | Pactly Help Center](https://www.pactly.com/help/templates/variables-and-tokens-reference.md): The complete PCTL token cheat-sheet: variables, value maps, rules, party fields, and the missing-value marker that template authors need.
- [Troubleshooting | Pactly Help Center](https://www.pactly.com/help/troubleshooting/00-overview.md): Something not working in Pactly? Start here. Match your symptom to the right fix, from sign-in problems to a missing contract or a Word plugin that won't load.
- [Word Plugin Not Loading | Pactly Help Center](https://www.pactly.com/help/troubleshooting/01-word-addin-not-loading.md): Fix it when the Pactly Word Plugin won't appear, won't open, or shows a blank panel in Microsoft Word.
- [Document Won't Download or Looks Wrong | Pactly Help Center](https://www.pactly.com/help/troubleshooting/document-download-issues.md): Fixes for when a contract won't download, saves as the wrong file type such as .txt, or opens with broken formatting.
- [Login & Access Issues | Pactly Help Center](https://www.pactly.com/help/troubleshooting/login-and-access.md): Can't sign in to Pactly? Fix a forgotten password, an email with no account, SSO versus password confusion, or a sign-in that works but blocks the action you came to do.
- [Notifications and Emails Not Arriving | Pactly Help Center](https://www.pactly.com/help/troubleshooting/notifications-not-arriving.md): An approver, requester, or collaborator didn't get the expected email from Pactly. Work through the likely causes, from spam to recipient and routing config.
- [The Pactly Word Plugin | Pactly Help Center](https://www.pactly.com/help/word-addin/00-overview.md): Review counterparty contracts inside Microsoft Word: run a playbook review, act on flagged positions, track rounds, and finalize, with an AI chat and clause library alongside.
- [Installing the Word Plugin | Pactly Help Center](https://www.pactly.com/help/word-addin/01-installing-pactly-assist.md): Install the Pactly Word plugin from AppSource, deploy it across your organization from the Microsoft 365 admin center, or sideload it from a manifest.
- [Running a Playbook Review | Pactly Help Center](https://www.pactly.com/help/word-addin/02-running-playbook-review.md): Review an incoming contract against your playbook in the Pactly Word plugin: run the analysis, read the compliance results, and act on each position.
- [Using Assist (AI chat) | Pactly Help Center](https://www.pactly.com/help/word-addin/03-using-ai-chat.md): Ask questions about a contract, request tracked edits, and insert clauses in plain language with Assist, the AI chat inside the Pactly Word plugin.
- [Using the Clause Library | Pactly Help Center](https://www.pactly.com/help/word-addin/04-using-clause-library.md): Search your organization's pre-approved clauses, insert them into a contract, and save a selection back to the library, all inside Microsoft Word.
- [Adapt & Insert vs Insert as-is | Pactly Help Center](https://www.pactly.com/help/word-addin/adapt-and-insert.md): Insert a preferred clause or library clause into a counterparty contract, and let Pactly rewrite its party names and defined terms to match the document.
- [Link a Document to an Existing Contract | Pactly Help Center](https://www.pactly.com/help/word-addin/link-document-to-contract.md): When the Word plugin doesn't detect which contract a document belongs to, manually associate the open document to an existing contract record in Pactly.
- [Redline a Counterparty NDA | Pactly Help Center](https://www.pactly.com/help/word-addin/redline-a-counterparty-nda.md): The full loop in the Word plugin: open the counterparty's NDA, run the review, handle each flagged position, send your redlines, and pick it up again next round.
- [Rounds and Finalization | Pactly Help Center](https://www.pactly.com/help/word-addin/rounds-and-finalization.md): Record sent and received rounds while you negotiate a contract in the Word plugin, acknowledge what changed between rounds, then finalize when the draft is agreed.
- [Why the Plugin Shows the Wrong Contract | Pactly Help Center](https://www.pactly.com/help/word-addin/why-the-plugin-shows-the-wrong-contract.md): The Pactly Word Plugin matched your document to the wrong contract because reused or copied files carry hidden contract metadata. Here's why, and how to relink.
- [Install the Word Plugin via Manifest File | Pactly Help Center](https://www.pactly.com/help/word-addin/word-plugin-manual-install.md): Deploy the Pactly Word plugin by uploading its manifest file in the Microsoft 365 admin center, for organizations that can't install from Microsoft AppSource.
- [Workflows | Pactly Help Center](https://www.pactly.com/help/workflows/01-overview.md): Automate what happens at each stage of a contract, from approval routing and notifications to status changes, so the right people act at the right time without manual chasing.
- [Approval Pathways | Pactly Help Center](https://www.pactly.com/help/workflows/02-approval-pathways.md): Set up internal sign-off on contracts in Pactly: no approval, single approver, sequential, or parallel, and understand how approval moves contract status.
- [Routing Approvals by Category, Value, and Properties | Pactly Help Center](https://www.pactly.com/help/workflows/03-routing-approvals.md): Use conditions to send each contract to the right approver based on its category, its value, or the properties captured at intake.
- [Managing Approval Requests | Pactly Help Center](https://www.pactly.com/help/workflows/04-managing-requests.md): See pending approvals, edit an in-flight approval chain, cancel a request, and clear approvals that are stuck.
- [Advanced Workflow Actions and Conditions | Pactly Help Center](https://www.pactly.com/help/workflows/05-advanced.md): Reference for advanced Pactly workflow capabilities: the full set of non-approval workflow actions, manual triggers, custom events, and condition types.

## Pages

- [About Us: Contract Management for Legal Teams | Pactly](https://www.pactly.com/about.md): Pactly is a contract lifecycle management platform built in Singapore for legal teams across Asia Pacific. Affordable, fast to implement, and designed for teams that are stretched thin.
- [Acceptable Use Policy | Pactly](https://www.pactly.com/acceptable-use.md): Terms and conditions governing your use of Pactly's cloud-based contract management platform
- [Alternative Legal Service Provider (ALSP) Directory | Pactly](https://www.pactly.com/alternative-legal-service-provider-list.md): Browse our curated directory of Alternative Legal Service Providers (ALSPs) across Asia Pacific. Find trusted partners for contract management, legal operations, and more.
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- [Contact Pactly - Request Info or Get Support | Pactly](https://www.pactly.com/contact-us.md): Get in touch with Pactly. Contact our sales team for demos, support team for help, or general inquiries.
- [Request a Demo - See Pactly CLM in Action | Pactly](https://www.pactly.com/demo.md): See Pactly in action with a personalized demo. Our team will show you how to streamline your contract management.
- [Thanks for Your Request - Pactly | Pactly](https://www.pactly.com/demo/thank-you.md): We have received your demo request and will be in touch.
- [Law Enforcement Information Request | Pactly](https://www.pactly.com/law-enforcement-request.md): For Pactly's contracting platform (fully-managed/cloud deployments)
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- [Sub-processors | Pactly](https://www.pactly.com/legal/subprocessors.md): The third-party providers Pactly uses to deliver the Cloud Service, and the data they handle.
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