Agreements

Send legally-binding agreements directly from Syntra. Pick a template, fill in the variables, add signers, and email a secure signing link to each party. Every signed agreement is sealed as a PDF, stored encrypted at rest, and accompanied by a full audit trail.

Agreements live at CRM > Agreements. Reusable agreement templates with variables and signer roles are managed from Agreements > Templates — see the Templates guide for authoring.

How It Works

Create an agreement from a template — Syntra pre-fills your provider details (legal name, contact name, address) from your profile and communication settings.
Fill in variables — service descriptions, fees, term length, effective date, and any other fields the template requires.
Add signers — every party to the agreement (typically the client and provider, but multi-party templates are supported).
Send for signature — each signer receives an email with a unique signing link. Links are scoped to that signer only and expire after 14 days by default.
Signers verify their email, review the agreement, type their full legal name, and submit.
Once every signer has signed, Syntra renders the final PDF (agreement body + signature page + audit certificate), uploads it to encrypted storage, flips the status to Signed, and emails a copy to all parties.

You can save an agreement as a Draft without sending — the agreement only goes out when you click Send for signature.

Sending an Agreement

From Agreements, click New agreement to launch the four-step wizard.

Step 1 — Choose a template

Pick from your existing templates. If you haven't created any, start with the Services Agreement seed template and customise it.

You can also send a new agreement straight from the Templates list using the Use button next to any template.

Step 2 — Fill in variables

Each template defines its own set of variables (e.g., effective_date, client_legal_name, term_months, fees). Syntra renders one input per variable with the correct type:

Variable type	Input
Text	Single-line text input
Long text	Multi-line textarea — useful for clauses, descriptions, addresses
Date	Date picker
Number	Numeric input
Currency	Currency input matching your default currency

Variables marked required in the template must be filled before you can move on.

Auto-filled defaults

Variables can be linked to your provider profile so they fill automatically — your company name, registered address, contact email, send-from name, or today's date. You can override any auto-filled value before sending.

You can also set a custom Title for the agreement (defaults to the template name) — this is what shows in the agreements list and in signer emails.

Step 3 — Add signers

The signer roles are taken from the template (e.g., Client and Provider). For each signer, enter:

Field	Notes
Legal name	The party's full legal name as it should appear in the agreement
Signatory name	The individual signing on behalf of that party
Signatory email	Where the signing link will be sent — must be a valid email

Provider-side signer details are pre-filled from your profile; you only need to enter the client side.

Signing order

Templates can be configured to enforce Sequential or Parallel signing:

Sequential — Each signer must sign in turn (sign_order 1, then 2, etc.). The next signer's link only activates after the previous signer completes.
Parallel — All signers receive their links at the same time and can sign in any order.

Step 4 — Preview & send

Review the rendered agreement (with all variables substituted) plus an optional custom message that goes into the invite email. Then choose:

Save as draft — Persists the agreement but doesn't email anyone. You can come back and send it later.
Send for signature — Persists and emails the first invite(s) immediately.

The Signing Experience

When a signer clicks their link they're taken to a public signing page hosted by Syntra. They:

Verify their email — Syntra sends a 6-digit code to the signer's email address. After 5 failed attempts the link locks for a cooling-off period.
Review the agreement — full rendered document with all variables substituted.
Type their full legal name as their signature, tick the consent checkbox, and submit.

Each successful signature captures the typed name, timestamp, IP address, and user agent — all of which appear on the audit certificate that ships with the final PDF.

If the signer abandons partway through, the link remains valid until expiry. They can return at any time.

Tracking & Status

The Agreements list shows every agreement with a status badge:

Status	Meaning
Draft	Created but not yet sent. No emails have gone out.
Awaiting signature	Sent. At least one signer hasn't signed yet.
Partially signed	Some — but not all — signers have signed.
Signed	Every signer has signed. Final PDF is generated and on file.
Expired	The agreement window closed before all signers completed.
Cancelled	You cancelled the agreement. Pending signing links are invalidated.

Click into any agreement to see the detail view, which shows:

The full rendered agreement
Each signer's status, viewed time, and signed time
Linked contact (if any)
A live audit log of every event
Action buttons for sending, resending, cancelling, downloading the PDF, or finalising

Per-signer status

Within an agreement each signer carries their own status:

Signer status	Meaning
Pending	Invite sent, not yet opened
Viewed	Signer opened the link but hasn't signed
Signed	Signer completed the signature
Expired	The 14-day signing window passed without signature

Signed PDFs

When the last signer completes, Syntra automatically:

Renders the agreement to PDF (markdown body + a Signature Page listing each party's typed name and signing timestamp + an Audit Certificate with the full event timeline)
Uploads the PDF to region-locked encrypted storage
Flips the agreement to Signed
Emails the signed PDF to every party

You can re-download the signed PDF at any time from the agreement detail view via Download signed PDF. The signed copy is also retained in your Documents library against the linked contact.

Manual finalize

In rare cases (e.g., a transient PDF rendering or email failure) all signers may have signed but the agreement remains in Partially signed. The detail view will show a Finalize & email signed PDF button — clicking it re-runs the PDF + email step. It's safe to call this multiple times.

Audit Log

Every agreement keeps a tamper-evident audit log. Each event records the type, who triggered it (admin, signer, or system), their IP address, user agent, and timestamp. Events tracked include:

Event	Triggered by
Created	Admin saved the agreement
Sent	Admin pressed Send
Resent	Admin resent a signing link
Email sent	Outbound invite delivered
Link opened	Signer clicked the email link
Email verified	Signer entered the correct verification code
Email verify failed	Signer entered an incorrect verification code
Viewed	Signer reached the agreement page
Signed	Signer submitted their signature
Completed	All parties signed and the PDF was generated
Cancelled	Admin cancelled the agreement
Expired	Signing window passed without completion

The full audit log is embedded in the final signed PDF as the Audit Certificate — making the signed document self-contained as legal evidence.

Resending, Cancelling & Expiry

Resending a link

If a signer says they didn't receive their email, or their link expired, click Resend link next to that signer in the detail view. A fresh 14-day expiry is applied and a new invite goes out. The original link is invalidated.

Cancelling an agreement

You can cancel any agreement that's in Draft, Awaiting signature, or Partially signed state. Click Cancel, optionally provide a reason, and confirm. Pending signing links are immediately invalidated. Already-completed signatures are preserved in the audit log but the agreement will not finalise.

Automatic expiry

If the signing window passes without all parties signing, the agreement transitions to Expired. You'll need to send a new agreement to start over.

Linking to Contacts

When you create an agreement, Syntra can link it to a customer record from your CRM > Contacts. Linked agreements:

Appear on the contact's profile page under their document timeline
Have their signed PDF auto-filed in the contact's Documents tab
Pre-fill client-side signer details from the contact when used as a starting point