Templates

Create and upload your contract templates with dynamic placeholders to automatically populate customer details for new agreements 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).

​

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

If more than one person needs to sign on behalf of the customer, you can add additional signatory placeholders by numbering them sequentially after the original placeholders:

• Second signatory: {customer.signatory2.fullName}, {customer.signatory2.email}, {customer.signatory2.phoneNumber}, {customer.signatory2.signature}, {customer.signatory2.signature_date}
• Third signatory: {customer.signatory3.fullName}, {customer.signatory3.email}, {customer.signatory3.phoneNumber}, {customer.signatory3.signature}, {customer.signatory3.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 or 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 signature
• {location.signatory.signature_date} — signature date

If more than one person needs to sign on behalf of the location, you can add additional signatory placeholders by numbering them sequentially after the original placeholders:

• Second signatory: {location.signatory2.fullName}, {location.signatory2.email}, {location.signatory2.phoneNumber}, {location.signatory2.signature}, {location.signatory2.signature_date}

Contract items

To list items such as plans or products included in a customer’s contract, place all placeholders related to contract items between the 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 or resource tier
• {price} — unit price for the plan or resource
• {quantity} — quantity of the plan or resource
• {tax} — tax rate for the plan or resource
• {total} — total undiscounted price for this specific item (Price × Quantity)
• {coupon} — discount coupon percentage or amount, if applied
• {/items} — closing tag
• {items.total} — total undiscounted 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

1. Go to the Location settings > Billing page and open the Contracts tab.
2. Enable the Contracts switch.
3. In the Templates section, click Create template.

4. Press Upload file, upload the template, and add its title.

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

6. Press Create.

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

​

Manage a template

1. Click the (…) menu button next to the necessary template.
2. Choose an 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.