A full contract editor with merge fields, a clause library, and built-in e-signatures. Scope blocks auto-create proposals from contract terms. Upload a PDF or build from scratch — either way, it is signed and tracked in one place.
Everything you need, nothing you don't.
A full document editor built on Tiptap v3. Format text, add headings, insert page breaks, and use slash commands — no Word docs or Google Docs needed.
Insert dynamic fields for client name, project title, event date, payment terms, and more. Fields resolve automatically when you assign a client and project.
Drag reusable clauses into any contract. Cancellation policy, liability limitation, usage rights — build once, use everywhere. 16 starter clauses included.
Send for signature directly from Clearmargin. Clients sign on a branded page with full audit trail. No DocuSign or HelloSign subscription required.
Insert a scope block into a contract and it auto-creates a linked proposal. When the contract is signed, the proposal transitions automatically. Scope and terms live in one document.
Save contracts as templates with merge fields and clauses pre-configured. Eight starter templates for common scenarios — wedding, event, service agreement, and more.
Already have a contract in PDF? Upload it and send for e-signature directly. No need to recreate it in the editor.
For clients who prefer ink on paper, mark a contract as sent and signed offline. Upload the signed PDF for your records. Full status tracking either way.
Link an existing proposal into the contract body. Clients see the scope and pricing inline with the legal terms — one document, one signature.
See how your industry uses this feature day-to-day.
No. Clearmargin includes built-in e-signatures powered by Firma.dev. Clients sign on a branded page with a full audit trail — no DocuSign, HelloSign, or other subscriptions required.
Yes. Upload any PDF contract and send it for e-signature directly. You can also paste your existing contract text into the editor to add merge fields, clauses, and scope blocks for future reuse.
A scope block is a section of a contract that defines project scope and pricing. When you insert one, Clearmargin auto-creates a linked proposal. When the contract is signed, the proposal transitions to accepted automatically — keeping scope and legal terms in sync.
Merge fields are placeholders like {client.name} or {project.eventDate} that resolve automatically when you assign a client and project to the contract. In the editor, you see live-resolved values. In templates, they stay as placeholders until assigned.
