How to generate a contract for signature from a deal
Generate the deal's contract from a template, review it, and send it to the customer to sign from their phone, no printing needed.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
With the built-in electronic signature, the contract goes straight out of the deal itself: Cognizy fills in the template with the customer's and deal's details, you review it, and the customer signs through the link. The signed contract stays saved on the deal.
Where to find it in Cognizy
Before you start
- The ZapSign integration needs to be turned on and have at least one active contract template (Set up contract templates link, on the same screen).
- The deal's contact needs to have an email or phone number, depending on the sending channel.
- Only people who can edit the deal can generate a contract.
Step by step
- Step 1:
In , open the deal and click the Proposals and contracts tab.
- Step 2:
In the Contracts block, choose the template and, if you'd like, the sending channel (email or WhatsApp). The template in this screenshot is just an example.
- Step 3:
Click Generate contract. Cognizy puts together the document using the customer's and deal's details.
- Step 4:
The contract shows up in the deal's list. Click Review to check the details and approve it: only after approval does it go out for signature.
- Step 5:
The customer gets the link, reads it, and signs from their phone or computer. Once everyone has signed, the contract shows as signed on the deal.
How to know it worked
The contract shows up in the deal's Contracts block with its status (under review, sent, viewed, signed). Once signed, it shows the signing date.
If something goes wrong
No template shows up to choose from.
No contract template is active. Click Set up contract templates, turn on the ZapSign integration, and activate a template.
I generated it and the customer didn't receive it.
The contract is waiting for your review. Click Review and approve it. Also check that the contact has an email or phone number, depending on the sending channel.
The contract came out with wrong information.
Fix it during review, before approving. If it's already been sent, cancel it and generate a new one after fixing the customer's or deal's details.
A provider error shows up.
ZapSign rejected the document. Check the integration and template in Set up contract templates and generate it again.
Next step
Charge the deal via Pix, invoice, or card, from the Overview tab.
Sign in with your Cognizy account to save your progress.
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