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Contract Templates

Create a template once, then use it as the starting point for new contracts.

Creating a template​

Go to Contracts > Templates and click New Template:

  • Title - A name for the template
  • Description - For your own reference
  • Body - The contract text with variables and field placeholders
  • Fields - Any fields the client should fill in

Using a template​

When creating a new contract, select a template. Its body, fields, and structure are copied in. Customize anything for the specific client or project.

Editing a template later doesn't affect contracts already created from it.

Default template​

Mark one as your default to find it faster.

Templates in booking flows​

Attach a contract template to a booking service and clients will see and sign it during the booking process. The contract is pre-filled with their details automatically.