Managing Contracts in Jira Without Using Confluence

Many companies rely on Jira for their project management needs but still struggle with creating and managing contracts without jumping between tools like Confluence. What if you don’t want to use Confluence? That’s why we created Contract Signatures for Jira — an add-on designed to help teams handle contract creation, e-signatures, and management entirely within Jira.

In this article, we’ll show you how our app simplifies contract workflows without needing Confluence and keeps everything in one place.

How Contract Signatures for Jira Works Without Confluence

With Contract Signatures for Jira, you can transform your Jira issues into agreements or contracts without extra tools. Here’s step-by-step guide:

1. Create a Jira Issue

   Start by creating a Jira issue for your contract—whether it’s a client agreement, NDA, or any other document.

2. Convert the Issue into a Contract

   Once issue is finalized, click Contract Signatures to convert Jira issue into a contract.

   

3. Creating a Contract

   You can start from completing the required information, the signer’s name and email address. Configure various settings such as attaching Jira issue in contract, displaying the audit trail, setting the signing order, and defining the contract’s expiration date and time.

   You can also add Watchers, individuals who can view the contracts and monitor the status. This feature is ideal for team members who need to oversee or track contract progress.

   

• Access Methods:

  • Email: Signer will receive a mail with link to access contract

  • URL: Creates direct link to access the contract, when there are more than 2 signers, you can easily switch signers directly from top of the window.

  • Atlassian Account: Sign in by using Atlassian credentials.

• Signature Methods:

  • Draw: Easily draw signature, even from a mobile device.

  • Upload: Upload an image of signature.

  • Render: Generate a signature using the provided font styles.

4. E-Signing Process

   The signee(s) will receive the contract and decide to sign or reject it. To sign a contract, depends on OTP configuration(email or SMS), a verification code will be sent to signee(s) and they will be able to receive PDF version of signed document via email in the end.

   

5. Track the Status

   Stay updated with real-time notifications as the contract moves through the signing process. The signed document is automatically attached to the Jira issue, and from Documents tab of Contract Signatures for Jira, you can also find all of them with status, creator and created date.

   

For a more detailed introduction and guidance on Contract Signatures for Jira, you can find information from our Webinar video.

Use Cases: Managing Contracts Without Confluence

We have prepared use cases to explore how different teams can use Contract Signatures for Jira to manage contracts.

Scenario 1: Software development company negotiates contracts with clients

In this scenario, a software development company handles contract negotiations with clients. The contract content is directly added to a Jira issue, and the legal team reviews and approves it within the platform. (Here, External Share for Jira can be used to share the issue with external stakeholders for review or negotiation.)

The order of signatures is decided, considering who should sign first. As handwritten signatures are mandatory for company reason, the signature method is selected as ‘draw.’ The Jira issue is then converted and sent to the clients for e-signature in the contract document format via email.

The signed contract is automatically stored as an attachment within the original Jira issue, and a complete audit trail is maintained to ensure compliance.

Scenario 2: HR managing NDAs and employee agreements

It is mandatory for all employees to sign Non-Disclosure Agreements (NDAs) upon joining the company. In this case, HR team manage NDAs in Jira. NDA templates are stored as Jira issues, and for each new employee, a contract is generated using macros that automatically fill in the signer’s details.

Once signed, later in the Documents tab of Contract Signatures for Jira, HR can filter and search documents based on the signer’s name, contract status, and more. This creates a centralized, easily accessible repository for all employee agreements, making it easy to manage.

Scenario 3: On-site Event or Workshop Signatures

In situations like company seminars or workshops, participants may be required to sign consent forms, attendance agreements. Using a shared digital device, such as a tablet or a monitor set up at a registration desk or a designated signing station, attendees can take turns signing the document. An event manager is added as a watcher for this document to track and monitor the attendees.

As an access methods, single URL can be provided, and participants can click on their names at the top of the screen to proceed with their signatures.

Key Benefits of Contract Signatures for Jira

• No Need for Extra Tools
  Save on additional costs—there’s no need to invest in Confluence or external e-signature tools like DocuSign. From your Jira workspace, you can create, share, sign, store and track contracts!

• Everything in One Place
  Keep all your contract data in Jira, maintaining transparency for tracking. No more switching between platforms! With this app, you can manage them efficiently, all within Jira.

• Easy to Customize
  It offers a variety of customizing options, namely everything that makes up the contract - audit trail, signer order, OTP method, watermark, time, SMS configuration etc. Additionally, you can personalize fonts and message templates (for invitations and notifications) to fit your needs.

• API & Webhook support
  With web API Keys, you can get specified contract details including signers data, create, search, archive a contract, delete the contract. Webhooks allow you to automate workflows by sending real-time updates to external systems whenever key contract events occur, such as contract creation, signing, rejection, or completion.

If your team doesn’t use Confluence but still needs an efficient way to manage contracts, Jira alone is enough. With Contract Signatures for Jira, you can handle the entire contract lifecycle—from creation to signature—without leaving your Jira environment. Don’t hesitate to schedule a free demo with us!