Subcontract agreements

An agreement is one of your templates (a subcontract, master service agreement or rate sheet PDF, with the places to sign marked) sent to one subcontractor for electronic signature. They open a private link (no account), fill in their company details, sign, and upload an insurance certificate when the template asks for one. Your company signs too, before or after them. Once both have signed, TruTec assembles the executed copy (the PDF plus a signature and audit page), files it and emails it to the subcontractor.

Templates are set up in TruTec (Agreements): uploading the PDF and placing the signature marks needs the editor. The API sends, tracks and signs.

Writes act as the user who created the API key, with that user's estimating role (owner, admin or estimator). A member's key never acts as anyone else: the signing request comes from that user's connected mailbox, and that user is the one who signs for the company.

The agreement object#

Field	Type	Description
id	integer
name	string	The template's name when sent.
template_id	integer
job_id	integer or null
vendor	object	id, name, email, phone.
status	string	sent, signed (the subcontractor signed) or void.
waiting_on	string or null	recipient (the subcontractor), company (you), or null when both signed.
fully_executed	boolean	Both signed.
sent_at, viewed_at, signed_at	string or null
signer	object or null	Who signed for the subcontractor: name, title, company, email, phone.
countersigned_at, countersigner_name, countersigner_title		Your company's signature.
insurance_required, insurance_received	boolean	Certificate of insurance.
executed_copy_available	boolean	The executed PDF exists (download it in TruTec).
company_fields	array	Single agreement only: your company's marks (index, kind, label, page). Text ones are filled when countersigning.
created_at, updated_at	string

Read#

GET /v1/agreement-templates lists templates: id, name, pages, ready_to_send (it has a place for the recipient to sign), company_signs, insurance_required. Permission: Read jobs.

GET /v1/agreements lists agreements, newest first. Filters: vendor_id, template_id, status, updated_after (then oldest change first), limit, offset.

GET /v1/agreements/{id} returns one.

Send for signature#

POST /v1/agreement-templates/{template_id}/send

Permission: Write jobs (role: owner, admin or estimator)

Emails the subcontractor a "Review and sign" link from the key user's connected mailbox (the system sender otherwise), using the template's cover email. The key user is emailed their own link to sign for the company.

Name	Type	Description
vendor_id	integer	A subcontractor in your vendor book.
vendor_name, vendor_email	string	Instead of vendor_id: adds a new subcontractor and sends to them. With vendor_id, vendor_email also updates their email.

curl -X POST "https://trutec.ai/api/v1/agreement-templates/18/send" \
  -H "X-API-Key: sk_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{"vendor_id": 55}'

{
  "data": {
    "id": 940, "name": "Master subcontract agreement", "template_id": 18, "job_id": null,
    "vendor": {"id": 55, "name": "Ridge Striping LLC", "email": "[email protected]", "phone": null},
    "status": "sent", "waiting_on": "recipient", "fully_executed": false,
    "sent_at": "2026-10-13T17:40:02Z", "viewed_at": null, "signed_at": null, "signer": null,
    "countersigned_at": null, "countersigner_name": null, "countersigner_title": null,
    "insurance_required": true, "insurance_received": false, "executed_copy_available": false,
    "company_fields": [{"index": 3, "kind": "signature", "label": null, "page": 4}],
    "created_at": "2026-10-13T17:40:02Z", "updated_at": "2026-10-13T17:40:02Z"
  },
  "delivered": true,
  "sent_from": "[email protected]"
}

Errors: 400 Place at least one Recipient signature field before sending. (finish the template in TruTec), vendor_email is required for a new subcontractor, Add an email for this vendor first. 404 Agreement template not found, Vendor not found.

Text the signing link#

POST /v1/agreements/{id}/text-link with optional phone (saved on the vendor first). Texts the subcontractor the link from your workspace's texting number. 409 for a withdrawn agreement; 400 when there's no usable cell number or texting isn't set up; 502 when the text could not be sent.

Sign for your company#

POST /v1/agreements/{id}/countersign

Permission: Write jobs (role: owner, admin or estimator)

Signs as the API key's creator with a typed signature, recorded with the time and the caller's IP address, the same as signing on the page. When the subcontractor has already signed, the executed copy is assembled, filed and emailed to the subcontractor. Signing an agreement that is already countersigned changes nothing.

Name	Type	Required	Description
name	string	Yes	The signer's name.
signature_typed	string	Yes	The signature, typed.
title	string	No
initials_typed	string	When the company has initials marks
field_values	object	When the company has text marks	Text by company_fields index, e.g. {"5": "10/13/2026"}.

Returns the agreement. Errors: 400 Add your name., Fill in: …, This agreement was withdrawn.

Delete an unsigned agreement#

DELETE /v1/agreements/{id}

Permission: Write jobs and Delete records (role: owner, admin or estimator)

For a test send, the wrong vendor or a duplicate. Its signing link stops working. An agreement with any signature on it is a legal record and can't be deleted (409). Returns 204.