CONTRACTS: Contract Templates
What is a Contract Template?
A Contract Template is basically an unassigned Contract, which you can build and assign to the appropriate person. This is where you lay out the groundwork for your Contract and spell out all of the terms. You can then use Dynamic Data Placeholders for the variable details, such as the Client's name and any relevant dates. In this way, you can create a single Contract Template and generate multiple personalized Contracts from it.
How do I create a Contract Template?
Navigate to Billing > Contracts, then click the Templates tab in the top navigation bar.
Click the +Add Template button to begin building your Contract Template.
Require Organization Digital Signature: Check this box if you require a digital signature from both parties and not just the Client. Once this box is checked, a dropdown menu will appear where you can choose a designated Staff Member. This will add additional Signature Placeholders to choose from for the body of the Template.
CLICK HERE to learn about Digital Signing
Title: Name your Contract Template. This is what you will select from the dropdown menu while creating a new Contract. The Client will not see this title.
Body: This is where the content of the Template goes. It can be as simple as plain text, or as complex as you would like it to be with a full-featured editing toolbar. By default, the body contains basic content for a standard Contract. You can edit this to suit your needs, or delete it entirely and build your own.
Dynamic Data Placeholders
At the top of the section, there is a list of available Placeholders. These Dynamic Data Placeholders automatically generate the correct corresponding content depending on whom is viewing it. Click on the name or icon of the Placeholder you would like to use to automatically copy it to your clipboard. You can then insert it into the body by right-clicking and selecting Paste, or using the keyboard shortcut CTRL+V.
CLICK HERE to learn more about Placeholders
On the right of the screen, there is a list of Signers provided to you. By default, these will only pertain to the Client. If you checked the box to Require Organization Digital Signature, there will be a dropdown menu to choose from the Client or the Organization.
Implementing a Signer is easy! Just click the Signer of your choice and drag it into place within the Body of the Contract Template.
Using Actions in your Contract Template
You can add Actions to your Contract Template by click the Save and Add Actions button once you are finished setting up the body.
CLICK HERE to learn about Actions
A modal will appear over your Contract Template. Click the plus icon to expand the list of options you can choose from. You can stack as many Actions as needed.
Each Action will have its own configuration that you will need to set.
Once you save your set of Actions, you will see the chain displayed at the bottom of the editing page. You can click +Configure Actions to add, remove or edit them.
I've made my Contract Template! What happens next?
Now that you've built your Contract Template, you can turn it into a full-fledged Contract at any time by navigating to Billing > Contracts. You can assign it directly to a Contact, or you can apply it to an Invoice, Estimate, Proposal or Project to pull the relevant information from. The Placeholders you have placed within the body of the Template will conform to the correct information, and the Signers will be designated for the appropriate person(s) to sign.
CLICK HERE to learn how to generate a Contract