Contract Templates
Required Permission
Manage Company Settings - You must have the Manage Company Settings permission to access this setting.
Contract templates define the structure, content, and terms used when generating contracts for projects. Templates ensure consistency across your contracts while allowing customization for different project types and contract scenarios.
How Templates Work
When you create a contract on a project:
- Select a template - Choose from your available templates
- Content populates - Template sections, terms, and pricing auto-fill
- Customize as needed - Make project-specific adjustments
- Add estimates - Link estimate pricing to the contract
- Send for signature - Template formatting carries through to the final document
Template Components
Each contract template contains:
| Component | Purpose |
|---|---|
| Header | Company logo and the client-facing contract title |
| Sections | The body of the contract — scope, allowances, payment schedule, terms, signatures — each one able to be shown, hidden, reordered, or replaced |
| Fields | The fields shown in the panel beside the contract |
| Settings | Where the signed PDF is filed, the default signature request message, and project duration behavior |
Template Types by Contract Type
Templates can be configured for different contract types:
| Contract Type | Template Focus |
|---|---|
| Project Proposal | Full scope, pricing, comprehensive terms |
| Design Services | Design phase scope, design-specific terms |
| Deposit Agreement | Deposit terms, commitment language |
| Change Order | Modification scope, adjustment terms |
| Substantial Completion | Sign-off that the work is substantially complete |
| Custom | Company-specific content and terms |
Project Proposal, Design Services, Deposit Agreement, and Change Order templates are created automatically for every company. The rest are templates you add yourself.
Getting Started
- Creating Templates - What a template is made of, and adding a new one
- Editing a Template - Change content, sections, fields, and settings
- Template Sections - Configure scope, terms, and custom content areas
- Managing Templates - Rename, organize, and delete templates
- Payment Schedule Templates - Create reusable payment structures
Accessing Contract Templates
- Go to Settings > Projects > Contract Templates
- View all available templates
- Click a template to open it, or click Add Template to create a new one
Related Topics
- Contracts - Using contracts on projects
- Creating Contracts - How to create contracts from templates
- Document Templates - Templates for other project documents