Templates

What a Template Holds

Templates are records in the Templates module. Add and change them like any record, under Templates in the Contracts menu.

• Name: what you choose when you start a contract.
• Wording: the contract itself. Write a field as {{Field Name}}, and it is filled in when you start a contract. Start a line with # to make it a heading. Blank lines separate paragraphs.
• Fields: one per line. Write Fee to ask for a value, or Fee: $249 to give it a starting value. Any {{Field}} in the wording that is not listed here is asked for too.
• Signer roles: who signs, in order, separated by commas, such as Client, Rivera Landscaping. Starting a contract lays out one signer for each role, with the contact as the first.
• Term in months: how long a contract lasts. A contract started from it ends one term after its start date unless you give an end date.
• Renewal: Renews automatically, Renew by hand, or Does not renew (Renewals and End Dates).
• Days of notice before renewal or end: how early your team hears about a renewal or end date. Contracts Settings has the default.
• Status: Active, or Retired to stop offering it. Contracts already started from it are not affected.

Fields Filled in for You

These fields fill themselves from the contract: {{Company}}, {{Contact}}, {{Contact Email}}, {{Title}}, {{Date}} (the day it was started), {{Start Date}}, {{End Date}}, and {{Our Company}} (your company's name).

Seeing a Template's Fields

Action contracts.template.get returns a template's fields with their starting values, the fields filled in for you, its signer roles, term, renewal, and wording. The Start a Contract window uses it to show the right inputs.