Contract Templates

Contract templates define the structure, content, and terms used when generating contracts for projects. Templates ensure consistency across your contracts while allowing customization for different project types and contract scenarios.

How Templates Work

When you create a contract on a project:

1. Select a template - Choose from your available templates
2. Content populates - Template sections, terms, and pricing auto-fill
3. Customize as needed - Make project-specific adjustments
4. Add estimates - Link estimate pricing to the contract
5. Send for signature - Template formatting carries through to the final document

Template Components

Each contract template contains:

Component	Purpose
Header	Company branding, logo, document title
Project Info	Dynamic fields pulling project details
Scope Sections	Work descriptions from estimates
Terms & Conditions	Legal terms, payment policies, warranties
Signature Blocks	Spaces for customer and company signatures

Template Types by Contract Type

Templates can be configured for different contract types:

Contract Type	Template Focus
Project Proposal	Full scope, pricing, comprehensive terms
Design Services	Design phase scope, design-specific terms
Deposit Agreement	Deposit terms, commitment language
Change Order	Modification scope, adjustment terms
Custom	Company-specific content and terms

Getting Started

• Creating Templates - Build new templates from scratch or by copying existing ones
• Template Sections - Configure scope, terms, and custom content areas
• Managing Templates - Organize, duplicate, and archive templates
• Payment Schedule Templates - Create reusable payment structures

Accessing Contract Templates

1. Go to Settings > Projects > Contract Templates
2. View all available templates
3. Click a template to edit or create new

Related Topics

• Contracts - Using contracts on projects
• Creating Contracts - How to create contracts from templates
• Document Templates - Templates for other project documents