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How to create a contract template

How to create a contract template

Viktor Heide
Written by
Viktor Heide
Updated
November 18, 2020

Learn how to set up your own contract template on Contractbook

This article will guide you through the process of creating a dynamic Contractbook template. It might take a little time to set up a template, but trust me, having a library of templates will make it much easier for you to send contracts in the future. 

What we will cover

  1. Adding your logo
  2. Adding content to your template
  3. Basic formatting of your template
  4. Editable fields
  5. Attachments
  6. Creating a custom e-mail message
  7. Settings

1. Adding your logo

It is simple to add your company's logo to the header of the contract. Just use the default logo button and choose the correct logo.

2. Adding content to your template

If you wish to add content from an existing document, you can simply copy/paste it in between the two pre-created boxes (these are mandatory and what we call the parties and signature fields). If you are creating a completely new template, you can just write between the two boxes.

Tip: If the content is formatted wrong after pasting it into the editor, try to remove it and paste again this time by right-clicking and choosingPaste and match style orPaste without formatting.

3. Basic formatting of your template

Our editor offers several options for formatting your new contract template. For example, you can create different sizes of headlines, tables, calculations, and add images. Please see below:

  1. Undo/redo last change
  2. Bold, italic, strikethrough
  3. Type (where you find text formatting options such as code and headings)
  4. Lists
  5. Editable fields (explained in section 4 below)
  6. Formula
  7. Table
  8. Embedded attachment
  9. Horizontal rule
  10. Further options

Further options explained

  1. Party details: This field is automatically added to all templates at the top of the template and it's where you add details of the signing parties such as company name and company ID. This field is mandatory but can be moved.
  2. Signature details: This field is automatically added to all templates at the bottom of the template and it's where you add details used for the signature such as representative names and email addresses. This field is mandatory but can be moved.
  3. Link: This function will allow you to create a hyperlink i.e. a clickable piece of text.
  4. Pull quote: Pull quote allows you to highlight a piece of text by indenting it.

For a more in-depth explanation of our editor please have a look here.

4. Editable fields

Adding editable fields to your template is the key to creating a template that is easy to fill in and use multiple times.

Step 1: To add editable fields, start by finding and highlighting the text you would like to be editable. Alternatively, you can just place your cursor where you want the editable field.

Step 2: Press the editable field icon as shown here:

Step 3: Now you need to fill in two fields Name and Default text.

Name: This is the ID of the field. If several fields share the same name, all those filed will auto-populate if you add data to one of them. This is useful e.g. a repeating company name throughout a template.

Default text: This is what will be shown in the editable field. If you have highlighted a piece of text when you created the editable field the text will automatically appear here. If the default text is not changed it will appear in the final contract.

Step 4: Press Enter or Insert to finish creating the editable field.

5. Attachments

To add attachments to a contract, go to the bottom and press add attachments

The maximum file size is 100 MB, and we support these file types:
.pdf, .doc, .docx, .jpg, .jpeg, .png, .csv, .xls, .xlsx, .xlsm, .txt

6. Creating a custom e-mail message

You can add a custom message that will appear in the email notification sent to future recipients of contracts made from this template. This is optional but a nice touch.

7. Settings

There are two settings options at the bottom of your templates: Document language and Add drafts to shared folder.

Document language: This refers to the label language for the template. By label language we mean the language of labels/names of fields such as Full name and Address. This language will be used on all drafts created from the template. It will be visible to all recipients of drafts and contracts created from the template, in downloads of drafts and contracts created from the template, and in Preview mode of the template.

We have 60 languages to choose from and you can set the label language at the very bottom of the template here:

Note: Should you need to change the label language for a specific draft but not all drafts created from the template you can do that in the right-hand menu in the draft itself.

Add drafts to shared folder: If you use shared folders you can make sure all drafts created from a template are automatically added to a specific shared folder. Just chose what shared folder you want the drafts to be added to here:

Save your new template

Now, press Save changes in the upper right hand corner and your new template will appear under Your templates under the Templates tab.

Enjoy sending your next contract quicker than ever before.

Enjoy sending your next contract faster than ever before.