copy_template
Copy Template
Creates a copy of an existing template, optionally with a new title and pre-filled placeholder values. Can also copy to another eSignatures account using a target API key.
copy_template
Creates a copy of an existing template, optionally with a new title and pre-filled placeholder values. Can also copy to another eSignatures account using a target API key.
manage_signers
Add, update, remove, or send/resend a contract to a signer. Use the `action` field to choose the operation. Adding a signer does not automatically send the contract — use "send" to deliver it.
generate_pdf_preview
Generates a PDF preview of a contract before it is signed. The preview is generated asynchronously — a `contract-pdf-generated` webhook event will be sent with the PDF URL once ready.
withdraw_contract
Withdraws a contract to prevent further signing. The contract data is retained but signers can no longer sign it. Can also be used when a signer declines.
create_template
Creates a new contract template with a defined document structure. Templates use `documentElements` to define headers, text, signer fields, images, tables, and more. Created templates can then be used to generate contracts.
list_templates
Lists all available contract templates. Returns template IDs and titles, which can be used for creating contracts or managing templates.
create_contract
Creates a new contract from a template and sends it to signers for electronic signature. Supports dynamic placeholder values, custom emails, branding, MFA, delivery methods, and embedded signing.
get_template
Retrieves the full details of a template including its title, placeholder field keys, signer field IDs, document elements, and creation date.
update_template
Updates an existing contract template's title, labels, or document elements. Only provided fields are updated.
delete_template
Permanently deletes a contract template. This action cannot be undone.
query_contract
Retrieves the full details of a contract including its status, signer information, signer-entered field values, and the signed PDF URL (available after all parties have signed).
manage_collaborators
Add, list, or remove collaborators on a contract template. Collaborators can edit the template via a shareable editor URL that can be embedded in an iframe.
Create, send, and manage legally binding electronic signature contracts via templates. Define signers with configurable signing order, delivery methods (email/SMS), and multi-factor authentication (SMS, email, photo ID). Build and manage contract templates with dynamic placeholder fields, signer input fields (text, dropdowns, checkboxes, dates, file uploads), formatted text, tables, and images. Track contract and signer status in real time through webhooks for events like contract sent, signed, viewed, declined, and withdrawn. Generate PDF previews, download signed PDFs, embed signing pages in iframes, customize branding and email content, set contract expiration, and add CC recipients. Supports template collaboration, copying templates between accounts, and organizing contracts with labels and metadata.
Common questions about connecting Esignaturesio to AI agents with Metorial.