Common Paper

Common Paper users and roles

Agreement Types in Common Paper

Circulate a sample agreement built from a template with prospective customers.

Sample agreements from templates

Set up a public form that your prospects and customers can use to initiate agreements with you.

Pages

Agreement branding

Issuing Amendments

Mark Frantz

Lauren Hallden

Features to streamline your full contract workflow, from drafts to signatures to notifications.

Features and Integrations

How Common Paper notifies you when recipients view, sign, or propose changes to your agreements

Agreement Activity Notifications

How to propose changes to a sent agreement, what your recipient sees, and how to download the updated version.

Proposing Changes to a Sent Agreement

Upsells and Renewals

Reassigning recipients

Using markdown in Cover Pages

Get a link you can email to a counterparty manually.

Shareable links

Manually Send an Agreement

Send automatic email reminders when it's the counterparty's turn to act.

Automated email reminders

Set how long your agreements remain open for signing.

Expiring agreement requests

Standard Agreement Versions

Editing Recipient Information

Uploaded Templates

Adding CC users, adjusting internal signers, etc.

Modifying In-Flight Agreement Settings

Keep all of your signed agreements in Common Paper

Uploading Signed Agreements

Upload unsigned documents to collect signatures

Collecting Signatures

Using the AI Addendum with Common Paper

Agreement Features

MagicBill - Automatic Billing

Collect payment for metered items via ACH, credit card, and more right after signing, all powered by an integration with Stripe

Metered Items and MagicBill

Understanding Billing Statuses

Direct recipients to your custom payment page after they sign

Post-signature custom payment links

Collect payment via ACH, credit card, and more right after signing, all powered by an integration with Stripe

MagicBill - Automatic billing (CSA v1)

Metered Items and MagicBill (CSA v1)

Collecting Payment

HubSpot Integration

How an AI agent or integration can create a Common Paper account programmatically using provision keys.

Agentic Signup for Common Paper

The List Agreements and List Templates endpoints will return top-level metadata only unless you pass full=true.

Upcoming changes to the List Agreements and List Templates Endpoints

Notification webhooks

Vanta Integration

Get agreement updates posted directly to Slack.

Integration with Slack

An overview of what you can do with the Common Paper API and how to get started.

Using the Common Paper API

Use the MCP server or Claude Skill to manage your Common Paper agreements through natural language.

Common Paper and LLMs

Integrations

Installing the Salesforce Integration

Using the Salesforce Integration

Salesforce

Zapier and Common Paper

How to use Zapier to automatically save signed agreement PDFs to Google Drive when an agreement is completed in Common Paper.

Saving Signed Agreements to Google Drive

Using Zapier to send Slack Notifications

Adding Event Filtering to your Zaps

Zapier

🎉 Sign up for free

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.