E-Sign

Overview

The E-Sign tab in the Pact Home page enables teams to manage the complete contract signing process directly within Jira.

It allows users to initiate signing cycles, invite signers, track signing progress, and finalize contracts without relying on external tools. Each signing cycle is tied to a contract snapshot, ensuring that all signers approve the exact version of the contract.

This provides a seamless and traceable signing experience integrated into the contract lifecycle.

Key Features

Signing Cycle Management

  • Start a signing cycle for the selected contract directly from the E-Sign tab.

  • Each cycle represents a specific version of the contract and maintains its own signing state.

  • Multiple signing cycles can exist for a contract, allowing teams to manage updated versions without losing history.

Contract Snapshot

PACT captures a contract snapshot when the first signer is invited in a signing cycle.

This ensures:

  • Signers review a fixed version of the contract

  • Changes made after the first invite do not affect the ongoing signing process

  • Full traceability of what was signed

Invite and Manage Signers

Invite users to participate in the signing process.

The signing table provides clear visibility of:

  • invited users

  • signed users

  • declined users

Users can:

  • sign the contract

  • decline with a reason

  • be re-invited if needed

Signing Progress Tracking

Track the status of the signing cycle in real time.

Each cycle moves through three states:

  • Pending – signers invited but no signatures yet.

  • In Progress – Some signers have signed, but others haven't.

  • Finalized – all required signatures completed.

This helps teams monitor progress without manual follow-ups.

Contract Updated Detection

PACT automatically detects changes made to the contract after a signing cycle begins.

A Contract Updated banner notifies users when differences are found between the current contract and the snapshot.

Users can:

  • preview the updated contract

  • start a new signing cycle with the latest version

This ensures correct version control during signing.

Contract Preview

Users can preview the contract snapshot before signing.

The preview provides a read-only view of:

  • contract details

  • requirements and negotiations

  • cost summaries

This helps signers verify the contract before taking action.

Signing Cycle History

Access all previous signing cycles from the Contract Cycle dropdown.

Users can:

  • view past contract versions

  • track signing activity per cycle

  • continue signing on pending or in-progress cycles

  • finalize or start new cycles from any version

  • Each signing cycle acts as an independent version of the contract.

This provides flexibility to work across different contract versions while maintaining a complete history of contract execution.

Finalize and Generate Certificate

Once all required signatures are completed, the contract can be finalized.

PACT generates a Contract Signature Certificate that includes:

  • signer details

  • signature timestamps

  • finalized contract snapshot

  • audit information

The certificate can be downloaded for compliance and record-keeping.

How It Works

  1. Select a contract from the Contract List.

  2. Navigate to the E-Sign tab.

  3. Start a signing cycle for the contract.

  4. Invite users to sign.

  5. Signers review the contract and sign or decline.

  6. Track progress in the signing table.

  7. If the contract changes, review updates and start a new cycle if needed.

  8. Finalize the contract once all signatures are complete.

  9. Download the generated certificate for records.