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Core workflows · Contract templates

Contract templates

Save your recurring contract bodies as templates; @variables are filled with real values whenever a contract is created.

The Contract templates screen manages the contract bodies you reuse — services, maintenance, collaborations. Pick a template when creating a contract and its body is filled in, with every @variable substituted with that contract's real values.

Create a template

  1. press New template and name it (e.g. Standard services agreement).
  2. write the body in the rich editor and type the @variables listed below into the text.
  3. save — the template becomes selectable when creating a contract. Click a list item to edit, or the trash icon to delete.

The public template gallery can also open this screen with a template's title and clauses pre-filled.

The 17 @variables

Variable values come from the contract's own fields — fill in the amount and party info and the template renders complete. Empty fields render empty, so check the preview on the contract detail before sending.

Contracts · Quotes · Message templates