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Creating Contract Templates

Build contract templates that define the structure, content, and terms for your contracts. Templates can be created from scratch or by copying and modifying existing templates.

Creating a New Template​

  1. Go to Settings > Projects > Contract Templates
  2. Click Add Template (or + New button)
  3. Configure the template settings
  4. Add content sections
  5. Save the template

Template Settings​

Basic Information​

FieldDescriptionRequired
Template NameInternal name for identifying the templateYes
Contract TypeWhich contract type this template is forYes
ActiveWhether template is available for useYes

Contract Type Selection​

Choose the contract type this template will be used for:

  • Project Proposal - Standard production contracts
  • Design Services - Design phase agreements
  • Deposit Agreement - Early commitment contracts
  • Change Order - Scope modification contracts
  • Custom - Company-specific contract types

The contract type determines what happens when a contract using this template is signed. See Contract Types for details.

Template Editor​

The template editor provides a rich text interface for creating your contract content.

Editor Features​

  • Rich text formatting - Bold, italic, underline, headers
  • Lists - Numbered and bulleted lists
  • Tables - Create structured content
  • Checkboxes - Insert interactive checkbox groups
  • Section breaks - Organize content logically

Working with the Editor​

  1. Type content directly - Enter your terms and conditions
  2. Format text - Use the toolbar for styling
  3. Insert checkboxes - Add checkbox groups for client acknowledgment
  4. Preview - Review how the template will appear in contracts

Template Sections​

Templates are built from sections that control what content appears. See Template Sections for details on available section types:

  • Work Scope - Displays estimate scope and pricing
  • Area Summary - Room/area designations
  • Allowances - Budget placeholders
  • Contract Options & Addons - Optional items
  • Payment Schedule - Payment structure
  • Terms and Conditions - Legal terms
  • Signature Section - Signature blocks
  • Custom Sections - Your own content

Building Template Content​

Terms and Conditions​

The Terms and Conditions section contains your standard legal terms. Common content includes:

  • Change order procedures
  • Warranty information
  • Cancellation policy
  • Dispute resolution
  • Insurance requirements
  • Permit responsibilities
  • Site access conditions
  • Timeline expectations

Primary/Secondary Language​

Use the Primary Language and Secondary Language fields for introductory content that appears at the top of contracts. This is useful for:

  • Welcome or introductory text
  • Bilingual contracts (if configured)
  • Project overview language

Signature Disclaimer​

Text displayed near the signature blocks, such as:

By signing below, you agree to the terms and conditions of this contract.

Signature Request Message​

The message included when sending signature requests to customers via email.

Copying Existing Templates​

To create a template based on an existing one:

  1. Open the template you want to copy
  2. Click Duplicate or Copy Template
  3. Give the copy a new name
  4. Modify as needed
  5. Save

This is useful when:

  • Creating variations for different project types
  • Testing changes without affecting the original
  • Building templates for different contract types with similar terms

Template Best Practices​

Keep Templates Focused​

Create separate templates for:

  • Different contract types (proposal vs. change order)
  • Different project types (remodel vs. new construction)
  • Different complexity levels (simple vs. comprehensive)

Use Consistent Formatting​

  • Same fonts and sizes across all templates
  • Consistent heading hierarchy
  • Standard spacing between sections

Review Legal Content​

  • Have legal counsel review terms and conditions
  • Update templates when laws or regulations change
  • Keep liability and warranty language current

Test Before Using​

Before using a new template in production:

  1. Create a test contract
  2. Check formatting in preview
  3. Confirm all sections appear as expected
  4. Verify payment schedule displays correctly