Contract Hub is a native part of the Talkpush CRM, replacing the standalone e-signature product for companies that turn it on. A recruiter builds a contract, chooses who signs it, writes the message that carries the signing link, and publishes. From there, the CRM issues, sends, collects, and files the signed document — no second product, no separate login, and no autoflow to wire up.
Contract Hub appears in every manager role’s product menu, including limited managers. Company-level settings, like sealing and default link expiry, are restricted to users with Owner access.
✍️ Use case:
Picture a recruiter closing out a hiring round for 40 new agents at once:
40 offers need a signed contract out the door this week.
A hiring manager needs to co-sign a handful of them.
Every signed copy needs to land on the right candidate’s profile — without anyone chasing it down.
Contract Hub is built for exactly that moment: one wizard sets up the contract, one message goes out to every candidate, and every signature — recruiter, candidate, or hiring manager — flows back into the CRM on its own.
Why It’s Worth the Switch
Contracts stop being a side errand. Instead of routing a candidate to a separate e-signature account and hoping the status makes it back into the CRM, the whole loop — building the document, sending it, watching it get signed, and filing the result — happens in the same place recruiters already work.
One product instead of two: no separate account, login, or reconciliation between two systems — contracts, signing, and filing all live in the CRM.
No disruption to existing automations: the same candidate attributes and autoflow triggers you rely on today keep firing after the switch.
A complete, audit-ready trail: every step is timestamped with an IP address, and consent to sign electronically is recorded automatically.
Compliance support where it’s needed: NOM-151 sealing is available for Mexico, filed alongside the signed PDF as your own record.
How It Works
Before the page-by-page detail, here is the whole loop end to end:
Configure. Build a contract in the wizard: who signs, the document itself, and — critically — the campaigns and folders (plus any attribute rules) that should trigger it. This targeting choice is what fires everything that follows; there is no separate list of recipients to pick.
Publish. Publishing turns that targeting live. From this point on, Contract Hub is watching for candidates who match it.
Send. The moment a candidate reaches one of those matching campaign-and-folder combinations, the CRM issues their document and sends the message you configured, on the channel and schedule you set there — carrying the {{contract_hub_link}} token as their personal signing link.
Sign. The candidate, and any other signers you added, complete and sign the document through that link. Automatic reminders go out if a document is left unsigned.
Monitor and view. You track progress from the Signing page or the candidate’s own profile, and once every signer has signed, the finished PDF is available to download from either place.
The sections below walk through Contract Hub in that same order: turning it on and setting company defaults, then building and sending a contract, then what the candidate sees, and finally how to track everything through to a signed, filed document.
Company Settings (Owners)
Before anyone on the team builds a contract: under Company Settings > Contract Hub, users with Owner access can set these company-wide defaults, which every contract built afterward inherits.
NOM-151 sealing for companies hiring in Mexico.
Whether the AI assistant is available to candidates on the signing page.
Whether the filed PDF includes the signing certificate.
The default link expiry, in days.
Enabling Contract Hub
Contract Hub is turned on per company — reach out to your Solutions Engineer or Account Manager if you'd like the native Contract Hub enabled. When enabled, Contract Hub appears in the product menu with its own left sidebar: Dashboard, Contracts, and Signing. Every manager role, including limited managers, has full access to all three; company-level settings follow the usual Company Settings owner gate.
The Dashboard
The Dashboard is what you land on every time you open it, and it is meant to answer "where do things stand" at a glance:
Stat tiles over a date range picker, with quick presets and a custom range: active contracts, completed, awaiting signature, declined, and expired.
Recent signing activity below the tiles — the latest events across every session. Clicking one takes you to the Signing page with that candidate’s session detail already open, so you can jump straight into a document, its audit trail, or its actions without searching for it.
The Contracts Page
This is where the contract configuration happens — building a contract, deciding who it targets, and preparing the document itself. The Contracts tab lists every contract you’ve built, with its CT- number, description, status chip (Draft, Published, or Archived), signers, a summary of its targeting, and when it last changed. Contracts sit under Active and Archived tabs, are searchable by name, and sort with the newest change first.
Each row has a menu that adapts to that contract’s status, offering some combination of: Edit, Preview, Duplicate, Publish or Unpublish, Download settings, Revert unsigned sessions, History, and Archive or Restore.
A Signing Order tab groups contracts that can reach the same candidate; drag them into the order their documents should appear in that candidate’s signing session.
Creating a Contract
Click New Contract to open the wizard. It’s five steps, saved as a draft as you go, so leaving and coming back keeps your work:
Details. A name, up to 50 characters, shown to the candidate as the document’s title, plus an internal description only your team sees.
Signers. The candidate always signs and is always first. Add up to four more people, each with a role label, with a name and email either typed in directly or resolved per candidate from an attribute. This step also sets the welcome screen’s title and message the candidate lands on first, with a live preview.
Targeting. This is what actually triggers the contract, not just a filter for reporting. Choose the campaigns (or all campaigns), then the folders those campaigns share, and optionally narrow it further with attribute conditions (is, is not, contains, is empty, and so on) matched on all or any of them. Once the contract is published, any candidate who reaches one of these campaign-and-folder combinations is automatically issued the contract — you never send it to anyone by hand.
Message and Reminders. Write the message in the CRM composer, and keep the {{contract_hub_link}} token somewhere in the text — that token is the candidate’s actual signing link, and if it’s removed the message still sends but carries no way to sign. A typical message reads: “{{candidate_first_name}}, your contract is ready to sign: {{contract_hub_link}}”. It’s sent on the candidate’s last channel by default (Best available, chosen per candidate from what they prefer and can actually receive), or you can pin it to a specific one. Set a Delay in minutes, counted from the moment the contract is issued, and optionally turn on Send during business hours only to hold it until the company’s working hours. Add up to five Reminders, each firing after the previous send while any document in the session is still unsigned. Link expiry sets how many days after issuing an unsigned document expires.
Document. Drop in a .docx or .pdf, or start blank. A Word document becomes editable text, keeping its page breaks. A PDF asks whether to convert it to editable text (with a page break wherever a page ended) or keep it exactly as it is, with fields placed on top.
Finish hands you to the editor.
Building the Document
Once the wizard hands you to the editor, this is where the document you uploaded turns into something a signer can actually fill out and sign — placing a Sign Here field for each signer, text fields for things like a start date or salary, and any other inputs the contract needs. Nothing is fillable until a field is placed for it.
Two routes get you there, depending on what you uploaded: keep a PDF as-is and you get preview-only (overlay); anything else opens as editable. The header, side rail, and publishing controls are identical either way.
Header — controls that sit above the document itself:
Back to Contracts — returns to the list.
Name — click to edit, Enter to commit.
Status chip, plus Create / Preview tabs — Preview shows exactly what the candidate will see, fields drawn as their real controls, with a progress list beside it.
Autosave indicator — shows “Saving” and then “All changes saved” a moment after each change.
Menu — Duplicate, Archive, Unpublish, Revert unsigned sessions, or Restore, depending on the contract’s status.
Save changes and Publish.
Editable document route — when the text is yours to write and fields sit inside it like words:
Header, body, and footer strips print on every page.
Toolbar: paragraph style, font, size, bold/italic/underline, text color, highlight, alignment, lists, page breaks, links, undo/redo.
Place a field by clicking it in the Content panel (lands at your cursor) or dragging it onto the page.
Each field is a pill with the signer’s initial and a label; click to open its settings, delete to remove it.
Preview-only (overlay) route — when the PDF’s pages stay exactly as uploaded, with fields drawn on top:
Work directly on the PDF’s pages, with a rail to jump between them.
Click a page to place a field where you clicked.
Drag to move a field, or drag its corner to resize it.
Every field stays anchored to its spot at any screen width.
The side rail holds everything else you’ll need while building:
Content — the fields you can place, grouped as Candidate details, Candidate input (text, long text, number, date, dropdown, multi select, multiple choice), Signatures, and Display (read-only value, signing date), with a signer picker so you can place several fields for one signer in a row.
Field settings — type, label, assigned signer, whether it’s required, helper text, list options, date format, pre-filling from an attribute, fixed text or an attribute to show for read-only values, and saving the candidate’s answer back to an attribute.
Document — the uploaded file, with the option to replace it (keeps a PDF as preview-only, or converts it) or switch modes; both warn that every placed field gets removed.
Signers, Message, Welcome (with a live preview), and Conditions — the wizard’s own steps, still editable after the fact.
History — every change, publish, unpublish, and archive action, with who made it and when.
Once every field is placed, the document is ready. It still is not going anywhere on its own, though — that is what publishing is for.
Publishing and Sending
There’s no separate "send" step — publishing a contract is what sends it. When you click Publish, a dialog confirms the campaigns, folders, and conditions the contract fires on, plus an option to also send it right away to candidates already sitting in those matching folders, with a count of how many that is. From that point on, any candidate who lands in a matching campaign and folder is issued the contract and sent the message automatically, on the schedule you set in Message and Reminders — no autoflow action to configure.
Preview the contract. Switch to the Preview tab to see the document exactly as the candidate will, with every field drawn as its real control.
Publish. Confirm the campaigns, folders, and conditions the contract fires on, and choose whether to also send it to candidates already sitting in those folders.
Note: Publishing is refused — with the reason shown in plain language — if the document is empty, a signer has no email, no campaign or folder is selected, or a folder is no longer on every campaign it’s attached to.
Publishing takes a snapshot of the document — that snapshot is what candidates read; further edits go into a working copy that nobody sees until you publish again. Once a contract is live, Publish wakes back up the moment the working copy differs from what’s published. Pressing it moves every document nobody has signed yet to the new version, keeping any answers already saved; a document someone has already signed keeps the version they signed, so the final PDF always matches what was actually agreed to. Unpublish stops the contract from being issued to new candidates — anyone who already has a link can still finish signing.
From here, a candidate who matches your targeting gets their link automatically — see How It Looks for the Candidate for what they experience, or skip ahead to The Signing Page to track it.
Editing an Existing Contract
Need to change something later? Open a contract from the Contracts list, its preview page, or the editor URL directly. A draft autosaves and can be published whenever it’s ready; an archived contract needs to be restored first. The read-only preview page shows the document with its fields highlighted, alongside the contract’s info (number, status, dates, signers, targeting), its download settings, and its full change history.
How It Looks for the Candidate
This is the Sign step from How It Works — what happens once a candidate reaches the campaign and folder configured in Targeting. That is what triggers everything below: they are issued the contract automatically and receive the message set up in Message and Reminders, carrying their signing link. Each candidate gets a single link, no matter how many documents are in their session. The experience is branded to match your company — header with your logo, your primary color, your footer — and follows the campaign’s language (falling back to the company’s country), with the same translations as your careers site and no language switcher. Here’s what a candidate sees:
Opens the link. There’s no login — the link itself is the candidate’s identity, valid until the contract’s expiry date.
Reviews the welcome screen. It shows the recruiter’s message, who they’re signing as, the documents to complete in order, and the deadline.
Gives consent to sign electronically. This is recorded with a timestamp, IP address, and browser.
Fills in the document. Fields for this signer appear live in the text — text, long text, numbers, a date typed in your format or picked from a calendar, a searchable dropdown, checkboxes, radio buttons, and a Sign Here field — pre-filled wherever you mapped an attribute. Other signers’ fields show as they stand. A progress panel lists every field with a check once it’s answered; clicking one jumps to it, and what’s typed saves as the candidate goes.
Signs and submits. Submit stays disabled, with a hint, until every required field is filled. The candidate can draw, type in a script font, or upload a signature image.
Reaches the done screen. It confirms completion or shows a decline reason. Where the company allows it, Download PDF gives the candidate their own signed copy once the configured delay has passed.
Other signers — a hiring manager or legal contact, for example — get their own personal link by email and go through the same pages, seeing only their own fields. Where the company has enabled it, an AI assistant is available in a side panel to answer questions about the document’s text, in the page’s own language.
Once signatures start coming in, The Signing Page is where you watch it happen.
The Signing Page
This is the Monitor and view step from How It Works. The Signing page lists every signing session as a table, one row per candidate. Here’s how to read it, piece by piece:
Status Tabs
All, Pending, Sent, Viewed, In progress, Completed, Declined, Expired, Voided — each shows a live count, so you can jump straight to the sessions that need attention. See Document Statuses for what each one means.
Filters
Search candidates finds someone by name, All contracts narrows the list to one specific contract, and the date picker (Any time by default) filters by when the session was created.
Candidate Table
One row per candidate, showing their overall Status, a Documents column with two stacked progress bars (documents complete, and signers out of the total who’ve signed), when the session was Created at, and when it was Last updated. Check the boxes on the left to select several rows at once for bulk actions.
Row Actions
Each row’s own menu — the same actions available inside the session detail, without opening it:
Open profile — goes to the candidate’s profile.
Copy candidate link — copies this candidate’s signing link.
Regenerate link — issues a new link and invalidates the old one; use it to reopen an expired session.
Resend message — sends the message carrying the link again, right now.
Email signers — emails the additional signers directly.
Void all — cancels every document in that candidate’s session.
Export to Excel
Top right of the page — downloads exactly the filtered list you’re currently looking at.
Monitoring Signing Status
The Signing page’s status tabs, search, and filters are the fastest way to see where every candidate stands across the board. When you’re already looking at one candidate, the same information sits on their own profile: a matching Contracts tab appears right after Documents, listing their sessions with the same actions available there. Three candidate attributes mirror the session’s rolled-up status, so your existing filters, exports, and autoflows built on them keep working without changes: contract_hub_link, contract_hub_status, and contract_hub_signing_date.
Session Detail
Click any row — or a Recent signing activity item on the Dashboard — to open the session detail. The header names the candidate, their overall status, and the campaign the session belongs to, with three tabs underneath:
Documents (opens by default) — each document in the session as a card: its title, CT- number, status, and completion date once it’s done, followed by a list of signers with a checkmark and Signed once they’ve finished, each with its own copy-link icon. Where it applies, Request re-sign sits right here for that document.
Audit trail — every recorded step: issued, message scheduled and sent, opened, consent given, signed, completed, PDF generated, filed, attributes written, declined, voided, or expired, each with a time, the signer, and their IP.
Actions — copy the signing link, regenerate it (reopens an expired session), resend the message right now, email the additional signers, request a re-sign for the whole session (a dialog asks who to notify — everyone, just the candidate, or chosen signers), void the session, or delete a document that hasn’t been signed yet.
Note: actions that no longer apply are hidden rather than disabled, and a session that has already moved on answers with "no longer available."
Where to Find the Signed Contract
Once every required signer has signed, the finished PDF is available two places: right there in the session detail’s Documents panel, downloadable from that document’s row; and filed under the candidate’s own Documents tab on their profile, tagged with the contract’s name, with the signing certificate appended. The certificate itself is the company’s own record and isn’t handed to signers directly — where you’ve allowed it, candidates can download their own signed copy from their Done screen once the configured delay has passed.
Document Statuses
These are the statuses referenced throughout Contract Hub — on the Dashboard’s stat tiles, the Signing page’s status tabs, and the candidate’s own profile. Each document tracks its own status. The session shown to the candidate — and the status written to the candidate attribute — reflects the combined status of all its documents:
Status | Meaning |
Pending | Issued, message not sent yet. |
Sent | Link sent, not opened. |
Viewed | Opened, nothing filled in. |
In progress | Someone has started, or one signer is done and another still owes a signature. |
Completed | Every required signer has signed; the PDF is filed. |
Declined | The candidate refused, with a reason. |
Expired | The link ran out; regenerating reopens it. |
Voided | A recruiter cancelled the session. |
Coexisting with the Legacy App
For a company already using the legacy e-signature app, here is how the two coexist during the switch.
Important: There’s no historical data migration. For a client already using the legacy e-signature app, rebuild each contract natively, turn on the flag, and let any in-flight legacy sessions finish before switching over fully.
With the flag off, nothing changes and the legacy integration runs as before. With the flag on, the Send to Contract Hub autoflow action goes dormant and writes a line to the candidate’s timeline instead of running; the legacy app’s writes to the three candidate attributes above are dropped for candidates the native module owns; candidates already holding a legacy signing link are left alone; and any signed PDFs the legacy app uploads for contracts started before the switch are still accepted.
The recommended path per client: rebuild the contracts natively, turn the flag on, let any in-flight legacy sessions finish, have your Talkpush contact stop the periodic legacy sync, then publish. A few things are deliberately not carried over from the legacy product: its accounts, roles, and logins; its company management screens; its sync history and monitors; its scheduler lane; its analytics; and any companies that only exist in the standalone app.
Q: How do I actually send a contract to candidates? A: You don’t send it manually — publishing it is what sends it. Once published, anyone matching the targeting receives it automatically, and you can also choose to send it immediately to candidates already sitting in those folders.
Q: Where do I download a signed contract? A: From the session detail’s Documents panel once every signer has signed, or from the candidate’s own Documents tab, where it’s filed with the signing certificate attached.
Q: Do we need to do anything to keep our existing autoflows working? A: No. Contract Hub keeps writing to the same three candidate attributes the legacy app used, so existing filters, exports, and autoflow conditions built on them continue to work.
Q: Will our old contracts and signing history carry over automatically? A: No — there’s no automatic data migration. Contracts need to be rebuilt natively in Contract Hub before the flag is turned on for a client already using the legacy app.
Q: What happens to a signing session already in progress with the legacy app? A: It’s left alone. Candidates who already hold a legacy signing link can keep using it, and signed PDFs the legacy app uploads for those in-flight contracts are still accepted.
Q: Can more than one person besides the candidate sign a contract? A: Yes. Up to four additional signers can be added in the wizard, each with their own role label and their own personal signing link.
Q: What if a candidate’s link expires before they finish signing? A: Regenerate the link from the session detail dialog to reopen it. The session status will show as Expired until then. |






















