Business management · Contracts

Contracts with a complete lifecycle: from draft to termination, with no off-standard clauses

Contracts with the institution, suppliers and partners, with versions compared clause by clause, approval levels by amount, a clause library with standard wording, sequential electronic signing with public hash verification, optional ICP-Brasil digital signature using your own company certificate and amendments that update value and term automatically. The envelope follows up, expires and escalates on its own, fields are placed on the PDF by dragging with the mouse, a whole class is sent at once from a spreadsheet, the repository is searchable by full text and the radar warns who is expiring before the notice period runs out. The class contract stops being a PDF lost in an email and becomes a living document, monitored and connected to finance.

The problem and the fix

The problems Contracts solves every day

If any of these situations sounds familiar, it is because they happen in almost every graduation company, until the right system comes in.

The problem

The class contract is edited by three people and nobody knows which version went out for signature.

With Partiu Formatura

Numbered versions with side-by-side comparison, clause by clause, and a timeline logging every change. The version sent is always identifiable and immutable.

The problem

A salesperson grants an off-standard condition and the company only finds out when it becomes a dispute.

With Partiu Formatura

A clause library with standard wording and pre-approved alternatives, automatic deviation analysis before sending and a missing mandatory clause blocking the contract.

The problem

A high-value contract signed without going through the board, because the workflow was an email.

With Partiu Formatura

Approval levels by value range and contract type: sending for signature stays blocked until approval comes through, and raising the value afterward voids the sign-off.

The problem

The witness signs before the contracting party and the document has to be redone from scratch.

With Partiu Formatura

Sequential signing: the next signer is only invited once the previous one finishes, with the link locked for anyone whose turn hasn't come.

The problem

Amendments and renewals are scattered and nobody knows the contract's current value.

With Partiu Formatura

Amendment, addendum, renewal, mutual termination and rescission as child documents: a signed amendment updates the main contract's value and term automatically, and a termination cancels scheduled billing.

The problem

Contractual obligations (album delivery, event date, payouts) are only remembered when the client complains.

With Partiu Formatura

Contractual obligations with an owner and deadline, alerted at D-7, D-1, on the day and when overdue, with expiration and renewal alerts fired by a daily routine.

The problem

Someone on the team spends the week chasing signatures on WhatsApp, and the contract stays open forever.

With Partiu Formatura

The envelope has its own cycle: a reminder schedule in days after sending, expiration that closes links on the deadline, escalation to the internal owner when a signer stalls and a separate warning when the invitation was never opened.

The problem

The other party says they never got the email, and nobody can prove otherwise.

With Partiu Formatura

Delivery log per message: delivered to the server, not sent or bounced, with the address in plain sight. No more guessing between who didn't receive it and who ignored it.

The problem

Each signature line has to be placed on the PDF by trial and error, or by someone who knows the API.

With Partiu Formatura

A visual editor on the PDF itself: drag a field from the palette onto the page, resize by the handle, pick the signer by color, mark it required, repeat it on every page and save the layout as a preset for the next contract.

The problem

Three hundred identical contracts for three hundred graduates become three hundred records typed by hand.

With Partiu Formatura

Bulk signature batches: paste or upload a spreadsheet, review the rows before saving, process in batches with a progress bar and reprocess only the rows that failed.

The problem

Finding which contract contains a specific clause means opening file after file.

With Partiu Formatura

A full-text searchable repository, with status, stage and category facets, automatic indexing on every change and real reading of imported PDFs, including OCR when the file is a scanned image.

The problem

The auto-renewing contract renews on its own because the notice period passed without anyone noticing.

With Partiu Formatura

An expiration radar that treats a missed notice period as its own status, separate from expired, with one-click renewal and price adjustment calculated on the current value, not the original one.

The problem

Starting a contract from scratch in Word, copying clauses from an old contract nobody knows is up to date.

With Partiu Formatura

A library of 74 ready-made templates covering graduation, events, suppliers, catering, structure, media and legal. Importing creates an editable template for your company, with anything the system doesn't have highlighted in yellow to fill in.

In practice

Real examples of Contracts working for you

Everyday situations at graduation companies, from the problem to the result, using the modules on this page.

01

The off-standard clause the system caught before signing

The scenario

To close a large class, a salesperson added a no-penalty cancellation clause that didn't exist in the company's standard.

With the system

Automatic deviation analysis flagged the clause as outside the standard wording before sending and, given the high risk, required legal approval before releasing it for signature.

The result

The clause was renegotiated to the pre-approved alternative, the class closed with the risk under control and the company avoided a precedent that would have been costly in future negotiations.

02

An amendment that updated the whole contract on its own

The scenario

A Medicine class expanded its package mid-cycle: more graduates, a second event and a new total value.

With the system

The amendment was generated as a child document of the original contract, went through the approval level for the new value and was signed electronically by the parties.

The result

The main contract's value and term were updated automatically, the billing schedule adjusted and the dossier brought contract, amendment, approvals and evidence together in one place.

03

The whole class signed with no queue and no out-of-order errors

The scenario

The contract with the committee required signatures from the company, the class representatives and four witnesses, and the order always got mixed up.

With the system

Sequential electronic signing invited each signer in the right order, with the link locked for anyone whose turn hadn't come and automatic signing on the company's side.

The result

The document was completed in days, with a certificate of authenticity, hash and public verification link, and the signed contract was automatically filed in the class documents.

04

The contract that chased itself and expired on time

The scenario

A supply contract was sent and sat idle: the buyer followed up on WhatsApp whenever he remembered, and the deadline saved on the envelope had no effect at all.

With the system

The follow-up schedule started running every hour, reminding on the third, seventh and twelfth day, respecting each person's channel and the minimum interval between two reminders. On the deadline, the envelope expired and the links were closed.

The result

The other party signed after the second reminder, with no one on the team chasing. When a contract doesn't close, the internal owner is notified and those who already signed stay signed: the proof doesn't expire with the deadline.

05

The email that never arrived, and showed up on screen

The scenario

An institution claimed it never received the signing invitation, and the team had no way to tell whether the problem was the address or the interest.

With the system

Each message got its own log with delivery status, and an invitation sent more than 48 hours earlier with no opens became a delivery problem warning, not a negotiation issue.

The result

The screen showed the email bounced by the provider, the address was fixed and the contract closed the same day, without another week of follow-ups to a wrong address.

06

Three hundred agreements sent in one afternoon

The scenario

A company needed signatures from three hundred graduates on a single document, and the routine was creating contracts one by one.

With the system

The spreadsheet was checked right in the browser before saving, showing recognized rows, ignored columns and rows without email. The batch processed in chunks, with a progress bar and errors described row by row.

The result

Everything went out the same afternoon, the four rows with invalid emails were fixed and reprocessed on their own, and none of the others had to be redone.

07

The clause found in seconds across the whole repository

The scenario

Legal needed to know which active contracts contained a specific penalty clause, including those imported as scanned PDFs.

With the system

The repository indexes the text of every contract, including text extracted from PDFs and, when the file is an image, text recognized by OCR. Search returns results with status, stage and category facets.

The result

The affected contracts showed up in a single query, with the active filter right beside them, and the review took one afternoon instead of a week of digging.

How it works

How information flows through Contracts

Every step is a real module, and what comes out of one goes into the next without anyone typing it again.

  1. 1The proposal becomes a draftThe approved proposal converts into a contract with the negotiation data, no retyping.
  2. 2The standard is checkedAutomatic analysis flags a missing clause or off-standard wording before sending.
  3. 3The approval level signs offThe value goes through the right approver; without sign-off, the contract doesn't go out for signature.
  4. 4Fields are placedSignature, initials, date and CPF dragged onto the PDF, one per signer, saved as a preset for next time.
  5. 5The parties sign in sequenceEach signer signs in the right turn, with hash and certificate of authenticity on the PDF.
  6. 6The envelope follows up on its ownReminder schedule, expiration on the deadline, escalation to the owner and a warning when the invitation was never opened.
  7. 7The contract lives onObligations with alerts, generated billing and amendments updating value and term.
  8. 8The radar warns aheadExpiration and notice period in the same queue, with one-click renewal at the current value.
  9. 9The close-out is formalRenewal, mutual termination or rescission as child documents, with automatic effect on finance.

Module by module

Everything included in Contracts

16 modules and 116 features on this page, all running on the same class, graduate and event records.

Commercial Contracts

The contract with its own lifecycle, from draft to termination.

  • Configurable contract types, each with its own numbering and rules
  • Parties by role: contracting party, contractor, intervening party, guarantor and witness
  • Internal owners: sales owner, manager, approver, legal and finance
  • Numbered versions with side-by-clause, side-by-clause comparison
  • Portfolio of contracts per person responsible, with value, validity and status
  • Contractual obligations with an owner, deadline and escalating alerts
  • Billing schedule generated from the contract value
  • Expiration and renewal alerts triggered by daily job

Amendments, Renewals and Terminations

Child documents that keep the main contract always up to date.

  • Amendment, addendum, renewal, mutual termination and rescission linked to the original
  • Signed amendments and renewals update value and term automatically
  • A signed termination ends the contract and cancels scheduled billing
  • Adjustments calculated in draft, only applied when the amendment is signed
  • Timeline with each contract movement registered
  • A dossier bringing together parties, versions, approvals, evidence and attachments

Governance and Approval

Approval levels, standard wording and an evidence trail before signing.

  • Approval limits by value range, type of contract and approver
  • Sending for signature blocked while the required approval is pending
  • Approval tied to value: raising it afterward voids the sign-off
  • Library of clauses with standard wording and pre-approved alternative
  • Automatic deviation analysis: off-standard clauses flagged before sending
  • A missing mandatory clause blocks the contract; high risk requires legal
  • Evidence stored with date, IP and method of every action
  • Nine module-specific permissions: view, create, edit, send, approve, delete, view amounts, export and configure
  • Permissions enforced in the API too, not just hidden on screen
  • Bulk access assignment that simulates before applying, without removing anything from anyone
  • Contract attachments kept in a private vault, with a temporary download link

Electronic Signature

Signing order enforced and public document verification.

  • Sequential signing: the next signer is only invited once the previous one finishes
  • Link locked for anyone whose turn hasn't come
  • Automatic signing on the company's side, with the signature already configured
  • A single portal for commercial contracts and graduate enrollment
  • Signature by typed text or drawing, with registered acceptance of terms
  • Authenticity term in PDF with hash and verification link
  • Public verification by hash and by the short code printed on the manifest
  • Mandatory CPF with check digit validated in the field, the panel and the API
  • Those who already signed can still view the document through their own link, with who is still missing
  • Other signers' emails shown masked on the public screen
  • Delivery log per message: delivered, not sent or bounced by the provider
  • Signed contract automatically archived in the graduate's documents

Envelope with an Automatic Cycle

The contract you send follows up, expires and escalates on its own.

  • A reminder schedule in days after sending, not endless repeated follow-ups
  • A cap on reminders per person and a minimum interval between two follow-ups
  • Each signer's channel respected: email, WhatsApp or both
  • Expiration on the deadline, closing the links for anyone who hasn't signed
  • Those who already signed stay signed: the proof doesn't expire with the deadline
  • Escalation to the internal owner when a signer stalls
  • An invitation sent and never opened becomes a delivery problem warning
  • A channel failure doesn't use up the schedule: someone never reached doesn't drop off the radar
  • Tracking with deadline, active schedule, reminders sent and next follow-up per person

Visual Field Editor

Signature fields laid out on the PDF itself.

  • Drag a field from the palette straight onto the document page
  • Move, resize by the handle and adjust property by property
  • One color per signer, so you know whose field is whose without clicking
  • Required fields, fields repeated on every page and page zoom
  • Saved layout presets, reusable on other documents with the same format
  • Batch saving, with a warning when there are unsaved changes
  • Coordinates in PDF points, so the stamp lands in the right place at any zoom

Bulk Signing

The whole class sent at once, from a spreadsheet.

  • Batch created by pasting the list or uploading a CSV
  • Review in the browser: recognized rows, ignored columns and rows without email
  • Anyone with an email becomes a signer right away, with no second step
  • Batch processing with a progress bar, without hitting request timeouts
  • Errors described per recipient, row by row
  • Reprocessing only the rows that failed
  • Totals recalculated from the rows, never counting the same one twice

Searchable Repository and Import

Search inside the text of every contract, including scanned ones.

  • A dedicated text index, instead of scanning the table on every search
  • Search with clickable status, stage and category facets
  • Automatic reindexing when a contract is created, edited or duplicated
  • The counterparty's name is indexed along with the contract body
  • Real text extraction from imported PDFs
  • Optional OCR for contracts that arrive as scanned images
  • Import several PDFs at once, with AI-suggested metadata
  • Nothing applied on its own: the batch comes in as imported and goes to review

Contract Automations

Rules that act on their own when something happens to a contract.

  • Twelve triggers: created, sent, signed, declined, expired, completed, term ending in 30 and 7 days, overdue obligation, missed SLA, pending approval and value above range
  • Six actions: notify in the panel, send an email, fire a webhook, create a task, change the stage and open an approval
  • Simulate the rule before turning it on
  • History of every run, including the ones that evaluated and didn't act
  • A rule tied to one contract type doesn't run on the others
  • An automation failure never breaks signing or saving

Expiration and Renewal Radar

The queue of what's expiring, with the renew button right beside it.

  • Radar by expiration window, showing the main contract without duplicating amendments
  • A missed notice period as its own status, separate from expired
  • One-click renewal, created as a draft so it can be renegotiated
  • Price adjustment calculated on the current value, not the original one
  • Exposure by counterparty, with legal and supply in separate columns

Ready-Made Template Library

74 contract templates to import and edit as your own.

  • Seven categories: graduation, events, suppliers, catering, structure, media and legal
  • Graduation by education level, late enrollment, standalone products and committee
  • Suppliers from DJs to gowns, with performer rider, ceremonial and security
  • Catering with health and safety clause, menu and guaranteed minimum
  • Legal with image rights, NDA, termination, debt acknowledgment and six amendments
  • Importing creates an editable template for your company, decoupled from the catalog
  • Whatever the system can't fill in on its own is highlighted in yellow for you to complete
  • A template can only be deleted when no contract, class or plan points to it

Signing as a Service Across the Ecosystem

The same contract-grade proof available to other modules.

  • Another module sends the document and signers, and signing happens in the envelope
  • Documents signed elsewhere can be filed with proof: hash, trail and verification code
  • Freelancer agreements are filed with sealed proof from the start
  • Origin recorded by module, without cluttering the commercial contract portfolio
  • The trail states how the document was signed, without promising proof that doesn't exist

ICP-Brasil Digital Signature

Your company certificate stamping the PDF, whenever you want that level.

  • Optional: when off, the contract goes out exactly as it does today
  • Uses the A1 certificate (e-CNPJ) already registered for NF-e
  • PDF signed in PAdES, verifiable in any reader and in the ITI validator
  • Timestamp from an accredited authority, when contracted
  • Any change to the file after signing becomes detectable
  • Validator inside the panel and a history of every signature

Commercial Proposals and Budgets

The proposal that becomes a contract without retyping anything.

  • Smart budgets with templates by type of graduation
  • Catalog and rules that feed the budget automatically
  • Commercial scenario simulation before sending
  • Kanban of proposals with the stage of each negotiation
  • Immutable proposal identified by hash after submission
  • Conversion of the approved proposal into a contract and class

Advisory and Thesis Base

Your in-house legal knowledge reused in every contract.

  • Bank of clauses to reuse approved wording
  • Base of theses with the understanding already signed by the house
  • Draft analysis pointing out missing or non-standard clause
  • Versioned opinions linked to the consultation that originated them
  • Internal legal requests with deadline, owner and SLA tracking
  • Contracts accompanied with renewal alert

Supply Contracts

The supplier side with the same rigor: locked prices and a watched term.

  • Supply contract with term, value and status
  • Price table per item, with contracted and consumed balance
  • Supply orders at locked prices, with no item-by-item renegotiation
  • Bulk price adjustment with before and after history
  • Expiring contract alerts by daily routine
  • Attachments kept in private storage

Find the right plan for Contracts

Compare the modules and choose the setup that fits your operation.