Contract Templates

Create and manage contract templates for generating contracts from deals

Contract Templates define the structure and content of contracts generated from your deals. Use the rich text editor to design professional contract documents with merge tags that automatically populate deal, company, quote, and contract data.

Create a Contract Template

Build a reusable contract template with auto-populated fields.

1
Navigate to Settings in the sidebar, then select the Contract Templates tab
2
Click Add Template
3
Enter a Template Name
4
Use the rich text editor to compose the contract body
5
Insert merge tags where dynamic data should appear (e.g., {{Licensee.name}}, {{Deal.value}}, {{Contract.start_date}})
6
Click Save to create the template

Merge Tags

Merge tags are placeholders that are replaced with actual data when a contract is generated. Available tag groups:

1
{{Licensee.}} -- Company fields (name, address, city, state, zip, etc.). Also available as {{Company.}} for backward compatibility
2
{{Deal.*}} -- Deal fields (name, value, close date, etc.)
3
{{Quote.*}} -- Quote fields (total, tax, line items, etc.)
4
{{Contract.*}} -- Contract fields (number, start date, end date, etc.)

Default Term

Each template has a Default Term (Months) field that pre-fills the contract term when generating a new contract. For example, set it to 36 for a standard 3-year agreement or 12 for annual contracts. Users can override this value when generating an individual contract.

Contract Number Prefix

Each template can have its own contract number prefix. When a contract is generated from this template, the auto-generated contract number uses this prefix (e.g., RO-2026-0001, MSA-2026-0001). Set the prefix in the Number Prefix field on the template.

Preview Template

Preview how a contract will look with sample data before using it on real deals.

1
Open the contract template
2
Click Preview to generate a sample PDF with placeholder data
3
Review the layout, formatting, and merge tag placement
Test your templates by generating a contract from a test deal before using them in production. This lets you verify that all merge tags resolve correctly and the formatting looks right in both PDF and Word output.

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