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Template Sections

Contract templates are built from configurable sections that control what content appears in contracts. Each section can be enabled, disabled, reordered, and configured with specific settings.

Managing Sections​

To manage sections for a contract template:

  1. Go to Settings > Projects > Contract Templates
  2. Select a template
  3. Click Manage Template
  4. Use the Sections tab to add, edit, reorder, or remove sections

Sections Tab​

The Sections tab displays all sections in the template with:

  • Drag handle - Reorder sections by dragging
  • Section name - The display name
  • Enable/Disable toggle - Turn sections on or off
  • Edit button - Modify section settings
  • Delete button - Remove the section

Adding a Section​

  1. Click Add Section
  2. Select a Section Type
  3. Enter the Section Name
  4. Configure section settings
  5. Click Save

Section Types​

Each section has a type that determines what content it displays.

Work Scope​

Type: includeWorkscope

Displays the scope of work from linked estimates. Shows the work descriptions, line items, and pricing based on the contract's display options.

Section-specific settings:

  • Show Category Price - Display price totals for each category

Area Summary​

Type: includeAreaSummary

Displays a summary of work areas or rooms included in the project. Content pulls from estimate area/room designations.

Allowances​

Type: includeAllowances

Displays allowance items from the estimate. Allowances are budget placeholders for items to be selected later (fixtures, finishes, etc.).

Contract Options & Addons​

Type: includeOptionsAndAddons

Displays optional items and add-ons that the customer can choose to include or exclude from the contract.

Terms and Conditions​

Type: termsAndConditions

Displays the contract's legal terms and conditions. Content is defined in the template's Terms and Conditions field.

Payment Schedule​

Type: includePaymentSchedule

Displays the payment schedule for the contract. When editing this section, you can link a Payment Schedule Template to define the default payment structure.

Signature Section​

Type: includeSignatureSection

Displays signature blocks for contract signing. Includes spaces for customer and company signatures.

Default (Custom Section)​

Type: default

A custom section with content you define. Use for:

  • Custom terms or clauses
  • Project-specific information
  • Additional disclosures
  • Any content not covered by other section types

You can add multiple custom sections to a template.

Section Settings​

Each section has configurable settings that control its behavior.

Section Name​

The title displayed for this section on the contract. You can customize the name regardless of section type.

Show Section Name on Contract​

When enabled, the section name appears as a heading in the contract document. Disable to show the section content without a visible title.

Enabled by Default​

Controls whether this section is included when creating new contracts from this template.

  • Enabled - Section appears in new contracts by default
  • Disabled - Section is hidden but can be enabled per contract

Page Break After Section​

When enabled, inserts a page break after this section. Useful for:

  • Separating signature pages
  • Keeping terms and conditions on their own page
  • Controlling document pagination

Client Approval Field​

Requires the customer to acknowledge this section specifically during signing.

Approval Types:

  • Initials - Customer must initial next to this section
  • Signature - Customer must sign next to this section

Use for sections requiring explicit acknowledgment (change order terms, special conditions, etc.).

Section Order​

Sections display in the order they appear in the template. Drag sections to reorder them.

Typical section order:

  1. Work Scope
  2. Area Summary (if used)
  3. Allowances (if used)
  4. Contract Options & Addons (if used)
  5. Payment Schedule
  6. Terms and Conditions
  7. Signature Section

Custom sections can be placed anywhere in the order.

Enabling and Disabling Sections​

In the Template​

Use the toggle switch next to each section to enable or disable it by default. Disabled sections won't appear in new contracts unless manually enabled.

Per Contract​

When creating or editing a contract, you can override the template defaults:

  • Enable sections that are disabled in the template
  • Disable sections that are enabled in the template

This allows flexibility for individual contracts while maintaining template consistency.

Fields Tab​

The Fields tab in the Manage Template dialog controls custom fields displayed on the contract sidebar. This determines which project or contract custom fields appear when editing contracts using this template.

Template Settings​

Beyond sections, contract templates have these settings:

Template Name​

Internal name to identify the template.

Company logo displayed on contracts using this template.

Primary/Secondary Language​

Languages for bilingual contracts (if configured).

Terms and Conditions​

The legal terms content displayed in the Terms and Conditions section.

Signature Disclaimer​

Text displayed near the signature blocks (e.g., "By signing below, you agree to the terms above").

Signature Request Message​

Message included when sending signature requests to customers.

Display Terms After Signature​

When enabled, shows terms and conditions after the signature section rather than before.

Payment Schedule Template​

Links a Payment Schedule Template to define default payment settings.

Best Practices​

Keep Templates Focused​

Create separate templates for:

  • Different contract types (proposals vs. change orders)
  • Different project types (remodel vs. new construction)
  • Different service lines (design vs. production)

Use Consistent Section Order​

Maintain the same section order across similar templates so customers know what to expect.

Enable Only What's Needed​

Disable sections that don't apply to most contracts. Enable them per-contract when needed rather than including them by default.

Use Client Approval Strategically​

Reserve initials/signature requirements for sections that need explicit acknowledgment. Overusing them creates signing friction.

Test Before Using​

After modifying a template:

  1. Create a test contract
  2. Verify all sections appear correctly
  3. Check section content and formatting
  4. Confirm payment schedule displays properly