Contract Templates

Save your standard terms as a contract template. Attach it to an estimate, and your Client has to accept the terms before they can accept the estimate.

Find your templates in Settings › Contracts. Don’t see it? Contracts may not be part of your plan, or you may not have permission to manage them.

Create a Contract Template

1. Go to Settings › Contracts.
2. Click Add Contract.
3. Enter a Contract Name, like Standard Agreement. Only you see this.
4. Write your terms under Contract Content. You can use headings, bold, lists and links.
5. Optional: check Set as default contract.
6. Click Create Contract.

Set a Default

Your default contract is picked for you on every new estimate. You can still choose a different one or No contract.

To change the default, click Set Default next to a template. The current default shows a Default badge.

Preview, Edit or Delete

• Preview: click the eye icon to read it as your Client will.
• Edit: click the pencil icon, make your changes and save.
• Delete: click the trash icon and confirm.

Caution

Estimates show the template’s current wording. If you edit a template, any estimate that uses it shows the new terms, including ones you’ve already sent.

Attach a Contract to an Estimate

Open the estimate and pick the template under Contract (Optional). Save the estimate. See Creating an Estimate.

Related

• Creating an Estimate
• What Your Client Sees