Legal & Contracts
Generate contracts, NDAs, and engagement letters from your CRM.
Template every recurring contract once with your firm’s letterhead, signature blocks, and conditional clauses. Fill from your CRM the moment a deal moves to "send paperwork."
Contract turnaround is the slowest part of closing.
Sales just got to "yes." Now legal has to crack open the master template, find-and-replace counterparty name and price, rebuild the signature block, and hope no one missed a placeholder. Every contract is one human error away from going out wrong.
- Find-and-replace on a Word template misses fields half the time.
- Branded letterhead and exhibits live in three different files.
- Conditional clauses (NY governing law, MFN, term length) get hand-merged.
- No single source of truth for which template version went out.
Templates plus a CRM payload — out comes the contract.
Upload each contract type once with your branding baked in. Define which CRM fields map to which contract placeholders. From then on, "send the engagement letter" is one API call your CRM workflow can fire automatically.
- NDAs, MSAs, SOWs, engagement letters, and order forms all use the same templating model.
- Conditional field transformations let you flip governing law, jurisdiction, or fee schedule per deal.
- Letterhead, signature blocks, and standard exhibits live inside the template — one source of truth.
- Output is flattened so the contract renders identically in every viewer, including the counterparty’s e-sign tool.
- Webhooks notify your CRM the moment a contract is ready for signature.
Why teams pick SimplyFill
Close-day turnaround
Move from "deal won" to "contract sent" in seconds. Sales triggers the workflow; legal stays in review-only mode.
CRM-native integration
Pull deal fields from Salesforce, HubSpot, Pipedrive, or your in-house CRM and post them straight to the contract API.
Reviewable, versioned templates
Legal owns the template once. Updating a clause re-deploys to every downstream workflow without touching code.
See it in code
Generate an engagement letter when a Salesforce deal hits Closed-Won
import fetch from 'node-fetch'
const apiKey = process.env.SIMPLYFILL_API_KEY
async function generateEngagementLetter(salesforceDealId) {
const deal = await crm.getDeal(salesforceDealId)
const res = await fetch('https://api.simplyfill.app/v1/generate/pdf', {
method: 'POST',
headers: {
Authorization: `Bearer ${apiKey}`,
'Content-Type': 'application/json',
},
body: JSON.stringify({
template_id: 'engagement_letter_v3',
mapping_id: 'salesforce_default',
data: {
client_legal_name: deal.account.legal_name,
client_signatory: deal.primary_contact.name,
client_signatory_title: deal.primary_contact.title,
engagement_scope: deal.scope_of_work,
fee_schedule: deal.fee_schedule,
governing_law_state: deal.account.billing_state, // transformed → "the State of New York" / etc.
effective_date: deal.close_date,
},
}),
})
const { file_id, download_url } = await res.json()
return { file_id, download_url }
}Frequently asked questions
Can I include conditional clauses?
Yes — use field transformations to flip clauses by jurisdiction, deal size, or product line. See /docs/guides/transformations for the conditional and lookup helpers.
Does the PDF render the same on every viewer?
Yes. SimplyFill flattens output so the contract renders identically in Acrobat, Preview, mobile PDF apps, and the counterparty’s e-sign tool. No font-fallback surprises.
Can I use my own letterhead and signature blocks?
Yes — letterhead, signature blocks, exhibits, and any other branded chrome live inside the template itself. Updating the template propagates to every contract going forward.
Multi-signer support?
SimplyFill produces the PDF; signatures are handled by your e-sign provider. The output is structured so DocuSign, Dropbox Sign, and Adobe Sign can detect signature anchors and route to the right signers.
How do I handle exhibits and attachments?
Either include exhibits in the main template (most common) or generate them as separate PDFs and combine via the bulk endpoint, which returns a single envelope ID with all attachments in order.
What about clauses our outside counsel updates quarterly?
Templates are versioned. Legal can publish a new template version without touching the code that calls the API — the workflow keeps using the same template ID; SimplyFill resolves it to the current published version.
Ship legal & contracts PDFs without the busywork.
Free tier ships with 100 PDFs/month, no credit card required. Upgrade only when you go to production.