Managing contract templates
Create, edit, and manage reusable contract templates.
Templates let you save time by reusing contracts. Create a template once, then create new contracts in seconds.
How to create a template
- 1Create a contract (see "How to create a contract").
- 2Once you're happy with it, click Save as Template.
- 3Give the template a name (e.g., "Standard Group Training Agreement").
- 4Optionally add a description and category.
- 5Click Save.
Creating a contract from a template
How to use a template
- 1Click + New Contract.
- 2Choose "Use a Template".
- 3Select the template you want.
- 4Click Create from Template.
- 5Edit any parts you need to customize.
- 6Save as Draft.
Editing and managing templates
Go to Admin → Contract Templates to view, edit, or delete your templates.
- Edit — Click a template to change its name, description, or body text.
- Duplicate — Copy a template to make a similar one.
- Delete — Remove a template you no longer use.
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Tip: Use variable placeholders ({{org_name}}, {{amount}}, etc.) in your templates so they auto-fill when you create a new contract.
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Note: Editing a template does not change contracts that were already created from it. Only new contracts created from the template will use the updated text.
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