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Measure provides contract and quote management integrated with your subscriptions and invoicing. You can create contracts from templates, collect signatures, and automatically convert signed contracts into subscriptions with the agreed pricing. Contracts are signed using Dropbox Sign (integrated by default, or with your own authenticated account). Once signed, the contract pricing creates a subscription and syncs to connected systems for feature entitlement and revenue tracking.

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Contract Lifecycle

Contracts in Measure follow a structured workflow from creation to execution:

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Draft

In the Draft stage, you create a contract by:
  • Selecting a template and designating a customer and signatories
  • Configuring contract details: title, expiration date, start date, and subscription terms
  • Defining pricing based on your product catalog
  • Optionally requiring payment collection
  • Optionally enabling internal approval workflows

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Waiting for Approval (Optional)

If approval workflows are enabled, contracts may require internal approval before being sent. For example, approval may be required if the discount exceeds a threshold. More on approval workflows

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Pending Signatures

Once finalized, contracts can be delivered via:
  • Email: Direct delivery from Measure with integrated signature collection
  • Shareable links: Links can be embedded in emails or messages
  • PDF download: For offline distribution and record-keeping

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Pending Payment (Optional)

If payment collection is enabled, the customer’s payment card information is collected after the contract is signed.

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Awaiting Manual Confirmation (Optional)

An additional approval stage can be required before the contract is considered executed. For example, this could be an implementation or onboarding stage.

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Executed

At this stage, the contract is considered fully executed and the associated subscription will be created for the customer.

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Contract Templates

Templates provide pre-formatted contract documents with standard clauses and sections. They can be order forms, MSAs (Master Sales Agreements), SOWs (Statements of Work), or other agreement types. Two template types:
“Sales Contract” templates for CPQ workflows and “Agreement” templates for general agreements.
Requirements: Sales Contract templates require a pricing table and signature field. All other fields and formatting are optional, allowing you to customize templates for different deal types. Templates support dynamic variables for customer information, signatory details, pricing data, and company branding. For detailed template configuration, see Contract Templates.

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Signature Workflows

Measure supports flexible signature collection to match your business requirements:
  • Single signature: Standard contracts requiring one customer signature
  • Multiple signatories: Up to 3 external signatures for enterprise deals requiring multiple stakeholders (CFO, legal, department heads)
  • Counter-signatures: Internal approval signatures from your team before or after customer signing
  • Offline signing: Import contracts signed outside of Measure with optional PDF upload for record-keeping
Learn more about Multiple Signatories and Counter Signatories and Offline Contract Signing.

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Renewals and Changes

Measure provides end-to-end support for contract renewals and mid-term modifications:
  • Renewal contracts: Transition customers to new terms with automatic carry-over of customer information and baseline terms
  • Change contracts: Formalize plan upgrades, seat additions, or pricing adjustments with differential contract generation
  • Renewal reminders: Automated email reminders configurable for your sales cycle (e.g., 90 days before expiration)
See Contract Renewals and Plan Changes for complete renewal workflow details.

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Automated Reminders

Stay on top of pending contracts with automated follow-up emails:
  • Pre-configured schedules: Choose from Basic, Lenient, or Persistent reminder patterns
  • Custom scheduling: Define your own reminder cadence based on your sales process
  • Continuous reminders: Optional recurring follow-ups until the contract is signed
  • Granular control: Enable/disable reminders globally or for individual contracts
Configure reminders in Contract Reminders.

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General Agreements

For non-commercial documents like NDAs, MSAs, DPAs, and partnership agreements, Measure supports a separate Agreement workflow. Agreements don’t include pricing or payment terms and are designed for formal arrangements that establish foundational business terms. Learn more about Agreements.

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Custom Variables

Add custom fields to contracts for your specific needs. Variables can be text fields for open-ended input or choice fields for standardized selections. Custom variables are populated during contract creation and rendered in the final document.

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CRM Integrations

Contracts integrate with your CRM and sales workflows. Contract data syncs bidirectionally with your CRM, keeping deal information aligned across systems. See Sales and CRM Providers for available integrations.