Send contracts for signature from Attio
Generate contracts, NDAs and agreements from any Attio record, send them for legally binding e-signature, and keep the signed copy on the record.
Install on Attio✓ No credit card✓ Set up in minutes
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Documents generated to date
2,000+
Documents generated every day
How to send contracts for signature from Attio
01
Build template
Create a reusable contract template from a Google Doc or use one of our template automations.
02
Map your Attio data
Point merge fields at deal, company and contact attributes, and line items at a related object.
03
Generate
Open the relevant record in Attio and create the contract with the DocuPotion app in a couple of clicks.
04
Send for signature
Send the contract for e-signature and follow its status until it is signed.
Contracts signed without leaving Attio
No second platform, no extra logins, no downloading and re-uploading files.
Send for signature straight from the record
Signer names and email addresses come from the Attio record. Each signer gets an email, reviews the contract and signs in the browser, with no account to create. E-signatures are included in every plan.
Legally binding e-signatures
Signatures comply with the ESIGN Act and UETA in the US and qualify as electronic signatures under eIDAS in the EU. Once everyone has signed, the contract is sealed against tampering. Fit for NDAs, service agreements and employment contracts.
A full audit trail for every contract
Every request keeps a timestamped record of who was sent the contract, who viewed it and who signed, with each signer's email and IP address. The signed copy is filed to the Attio record. Proof of signature whenever you need it.
Automate it
Send contracts the moment a deal is won
Add the DocuPotion Generate document block to an Attio workflow and contracts go out for signature on their own. When everyone has signed, a second workflow can kick off onboarding.
Explore document automation- TriggerConnectedDeal moved to Won
- GenerateContract from the deal
- Send & signEmail + e-signature
- Save & updateSigned copy saved to the deal
Step-by-step tutorial · about 10 min
Set up contract signing from start to finish
Watch the full walkthrough: building a contract template, mapping it to Attio, and generating and sending a contract for signature from a record.
Frequently asked questions
Can I send contracts for signature from Attio?
Yes. With the DocuPotion Attio app you generate the contract from the record and send it for e-signature in the same step. The signed copy is uploaded back to the record automatically.
Are the e-signatures legally binding?
Yes. Signatures collected through DocuPotion comply with the ESIGN Act and UETA in the United States and qualify as electronic signatures under the EU's eIDAS regulation. Every signature is backed by a full audit trail.
Can I use my existing contract?
Yes. Upload the contract PDF you already use and add merge fields and signature fields to it, so the wording stays exactly as your lawyer wrote it.
Can more than one person sign?
Yes. Assign signature fields to signer 1, signer 2 and so on, and each signer receives their own signing link by email.
Do signers need an account?
No. Signers review and sign in the browser from the email link. There is nothing to install and no account to create.
Do I still need DocuSign?
Not if your contracts start in Attio. DocuPotion covers contract generation, legally binding e-signatures and storage on the record, without per-envelope fees.
Where are signed contracts saved?
On the Attio record you generated them from. The sealed signed copy is uploaded automatically, and the audit trail stays available in DocuPotion.
Send your next contract from Attio
Start a free trial, no credit card required. Set up your first contract template in minutes.