Upload your contract templates to quickly create and issue contracts for new customers.

Create a contract template

You have two options for creating templates:

Use our sample template and customize it
Use your own template(s).

Contract templates must be in a Microsoft Word format.

Create your own template with placeholders

Your contract template can include placeholders (variables) that the system will automatically fill in with customer-specific information when you create a contract. You don’t need to include every placeholder—only add the ones required for your contract and legal needs.

Supported placeholders

Contract dates

{contract.issueDate} - date the contract is issued
{contract.startDate} - start date of the contract
{contract.endDate} - end date of the contract

Customer details

{customer.legalName} - legal business name of the user or company
{customer.businessAddress} - customer's billing address
{customer.taxId} - customer's tax ID

Customer signatory

{customer.signatory.fullName} - full name of the person signing for the customer
{customer.signatory.email} - signatory's email address
{customer.signatory.phoneNumber} - signatory's phone number
{customer.signatory.signature} - place for digital signature
{customer.signatory.signature_date} - customer's signature date

Location details

{location.legalName} - location legal business name
{location.businessAddress} - location billing address
{location.taxId} - location tax ID

Location signatory

{location.signatory.fullName} - full name of the administrator/owner signing for the location
{location.signatory.email} - signatory's email address
{location.signatory.phoneNumber} - signatory's phone number
{location.signatory.signature} - place for digital ssignature
{location.signatory.signature_date} - signature date

Contract items

To list items (plans or products) included in a customer's contract, you must place all placeholders related to contract items between opening and closing tags - {#items} and {/items}. This tells the system where the list of items begins and ends.

{#items} - opening tag
{title} - title of the plan/resource tier
{price} - unit price for the plan/resource
{quantity} - quantity of the plan/resource
{tax} - tax rate for the plan/resource
{total} - total price for this specific item (Price x Quantity)
{/items} - closing tag
{items.total} - total price for all items in the contract combined - place it outside the item tags

Example 1:

Example 2:

{#items}{title} - {price} - {quantity}{/items}

Upload a template

Go to the Location settings > Billing page > "Contracts" tab.
Enable the "Contracts" switch.
In the "Templates" section, click Create template.

4. Press Upload file and upload the template. Add its title.

5. Switch to the "Preview" tab to see exactly how the final contract will look.

The preview uses random placeholder values to demonstrate formatting, but actual customer and location information will replace these placeholders when creating a contract for a specific customer.

6. Press Create.

Once created, you can select the necessary template when creating contracts for your customers.

Manage a template

Click the menu (...) button near the necessary template.
Choose the action:
- Edit – change the template title or replace the template document with a new version.
- Duplicate – quickly create a similar template for minor adjustments.
- Delete – delete the template if it's no longer needed.