Add-on · Contracting
Wizard drafts. The right signer signs. The CRM gets the receipt.
Every Wizard variant that touches contracts — Sales MSAs/SOWs, Onboarding kickoff SOWs, CSM renewals and expansion — drives the envelope through one interface. Five tools. Four backends. Zero HTML merge.
Why typed-field templates, not merge
Most AI-contracting pipelines render templates as HTML merge — Jinja, Handlebars, Mustache, something merge-y. That surface is an injection risk: an LLM output with a rogue {{ is a rogue contract clause. We don't accept that risk.
Wizard's contract templates are structured typed fields. Every slot has a declared type (string, money, date, party, signer, jurisdiction). The LLM fills the slot; the renderer validates the type; the merged document is produced without any template-language evaluation. No injection surface.
The five MCP tools
contract.render_from_templateKey-lookup substitution into typed fields. No HTML merge. No injection surface.
contract.sendRoutes to the configured signer; tracks recipients; logs the send with a signed rationale record.
contract.statusStatus for an in-flight envelope — who has signed, who hasn't, where it is in the recall window.
contract.fileRetrieves the signed PDF and the certificate-of-completion for the CRM attachment step.
contract.voidCancels an outstanding envelope within policy; triggers the compensating-transaction log entry.
Four backends, one interface
Documenso (primary, self-hosted)
Starter + Growth defaultAGPLv3 self-host. Ships an official MCP server. Runs inside your infrastructure so signed artifacts never leave your control. Warden Systems operates a master instance at sign.wardensystems.ai as the default for Starter tenants who haven't self-hosted yet.
SignWell (hosted fallback)
OptionalClean API, free tier (3 docs/mo) plus paid tiers ($8–24/mo). For tenants who refuse self-host and don't want an Enterprise signature platform.
DocuSign (enterprise BYO)
Enterprise BYOBring your existing DocuSign account. Wizard speaks to it through the same interface — nothing below the adapter line changes.
Adobe Acrobat Sign (enterprise BYO)
Enterprise BYOBring your existing Adobe Sign account. Same adapter boundary; same Wizard behavior.
Sovereignty posture
Documenso self-host removes a sub-processor entirely. Signed PDFs live inside the tenant's Documenso instance. Warden Systems' master instance at sign.wardensystems.ai is a convenience for Starter tenants who want to evaluate without standing up their own Documenso — it is never the required path.
Next step
See Wizard draft an MSA from a Salesforce opportunity.
Beta walkthroughs include a live contract-draft pass: we'll pick an opportunity from your org, draft the MSA, and show you the typed-field template render — all inside the 30-minute window.