What's new

A round of improvements across the Pactly E-Signatures sender and signer experience.

Guided signing flow: Signers are now walked through fields one at a time. The document auto-scrolls to each field, a progress indicator shows how many fields remain, and completing one field automatically advances to the next. No more hunting through a multi-page document to find where to sign.

Resizable fields: Signature boxes, text fields, and other field types can now be resized with drag handles after placement. Previously, all fields were fixed at their default size with no way to adjust.

Custom text field labels: When placing text fields, senders can now set labels like “Name”, “Title”, or “Company”. The label appears as placeholder text on the document and in the guided signing step list, so signers know exactly what to enter in each field.

Field placement polish: The sidebar has been reorganized with signer selection above field types, clearer section headers, and an info banner explaining the workflow. Inactive signers are visually muted while the active signer is prominent. Field properties now show a toggle switch for required fields and inline delete.

Page boundary clamping: Fields can no longer be dragged or resized beyond the page edges, preventing truncated signatures and text in the final signed PDF.

Form data in signing emails: When a contract has an attached form, the form data and any additional files now appear in the signature request email and signing timeline, giving signers full context alongside the document.

Settings page improvements: The e-sign settings modal is wider and easier to scan, with a visual timeline preview showing exactly when reminders will be sent based on your configured schedule.

The party filter on the contracts list now supports fuzzy matching, so you no longer need to type the exact full name. Searching “acme” will find “Acme Holdings Pte Ltd”, and a partial name or slight misspelling still returns the right results.

Selecting multiple parties now narrows your results to contracts where all of those parties are involved, making it straightforward to find, for example, every agreement between two specific companies.

Attachment previews now show the full PDF document instead of just the first three pages. Pages load progressively as you scroll, so the preview opens instantly and remaining pages render in the background.

Previously, attachment previews cut off after three pages with a static “X more pages…” label and no way to see the rest without downloading the file.

Search and selection dialogs across the app now open instantly, regardless of how many options they contain. This applies anywhere you pick from a long list: adding signers, selecting approvers, choosing parties, and other selection flows.

Dialogs load an initial batch of results immediately and render more as you scroll. On accounts with large contact books, this eliminates the noticeable delay that used to occur when opening these pickers.

Admins can configure rules per contract type that require specific properties to be filled or parties to be verified before finalization is allowed. Rules are fully configurable: an project agreement might require project title and expiration date, while an MOU might require a purpose.

When a rule isn’t met, the finalize action is disabled and the blocking reasons are shown inline, so contract owners know exactly what needs to be resolved. Admins can override when needed, with every override logged in the contract timeline.

Contracts often involve many steps: verifying that key fields are filled for data hygiene, confirming the right people are assigned, or making sure certain conditions are met before the next stage. We are introducing a new checklist in the contract sidebar that brings all of this into one place instead of relying on memory or tribal knowledge.

Checklist items come in two types. Automated items reflect the current state of the contract, like whether required properties are filled or dates are set. These update in real time as you work. Manual items are for things the system cannot verify on its own, like confirming a document has been reviewed or that internal sign-off has been obtained. Officers tick these off explicitly.

The checklist is fully configurable per organization and per contract type, so different agreements show only the checks relevant to them.

Admins and managers can now mark contracts for abort, either individually or in bulk from the contracts list. Marked contracts enter a 30-day pipeline: the requester receives an email notification, and after 30 days the contract is automatically aborted unless cancelled.

When a contract is marked, a timeline item records the scheduled abort date. Admins can cancel the abort at any time from the timeline, which removes the contract from the pipeline and logs the cancellation.

For bulk operations, requesters with multiple affected contracts receive a single digest email listing all their contracts rather than one email per contract. Automated rules can also be configured to mark contracts matching specific criteria (e.g., unassigned drafts older than 12 months) on a recurring schedule.

You can now run due diligence, audits, or benchmarking exercises across your contract portfolio directly in Projects. Select the contracts you want to compare, then define your extraction columns: what specific positions or provisions you want to review across all of them. This could be termination for convenience rights, change of control clauses, notification obligations, governing law, or any other clause position relevant to your review.

Once your extraction columns are set up, Pactly populates a spreadsheet-style grid with the extracted clause text for each contract. Click any cell to preview the relevant source text in a side panel for quick verification.

We see this being used for post-merger contract audits, benchmarking clause positions across a vendor portfolio, and compliance reviews where teams need to verify specific provisions exist across a set of agreements. Projects is now available for early testing. Let us know how you’d like to use it.

The navigation sidebar can now be collapsed to an icon-only view, giving you more horizontal space for data-dense pages like Projects and contract lists.

Press [ to toggle between full and compact modes, or click the collapse toggle. Your preference is remembered across sessions. The sidebar also auto-collapses on narrower screens and restores when you resize back.

Admins and managers can now delete document rounds directly from the Document tab. Previously, removing duplicate or incorrect versions required a support request.

Each round shows a delete button with a confirmation step. Deletions are logged in the contract timeline with the round name and who removed it, maintaining a full audit trail.

A new bulk action on the contracts list lets you extract parties from multiple contracts at once. You can choose between two modes: extract as suggestions (requiring manual confirmation before parties appear in your contact book) or extract and auto-confirm in one step.

Progress is tracked in real time with a count of contracts processed and parties found.

A new “Bulk Reference” filter on the contracts list lets you paste multiple contract reference numbers at once. Open the filters panel, select “Bulk Reference”, and paste your references separated by commas, line breaks, or tabs. The list instantly filters to show only the matching contracts. Useful when working from exported data or reconciling a list of references.

Several improvements across our signing providers:

1. Custom email subjects (all providers): The email subject line for signature requests is now configurable per contract, so recipients can identify which contract they’re being asked to sign before opening the email.

2. Additional recipient roles (Pactly E-Signatures): Signing workflows now support Viewer and mid-flow CC roles. Legal counsel or other stakeholders can review documents during the signing process, not just after completion.

3. Non-signer field warnings (SignWell): When all signers have completed their signatures but non-signer fields (like date fields assigned to reviewers) are still pending, Pactly now shows a warning explaining why the contract hasn’t transitioned to “signed” status.

Status filtering: The form entries list now supports filtering by status, making it easier to find entries that need action.

Auto-archive stale drafts: Draft form entries older than a configurable threshold (e.g., 90 days) are now automatically archived, keeping your entries list focused on active work.

Deleted contract indicators: When a contract linked to a form entry has been deleted, the entry now shows this clearly with the name of who deleted it, instead of displaying a broken link.

OAuth2 authentication: The Pactly MCP server now supports OAuth2-based authentication, so you can connect from AI tools without managing API tokens manually.