You can now create your own custom contract templates, giving you full control over the structure and content of your agreements. Templates provide a standardised framework that ensures consistency, efficiency, and compliance across similar contract types. As part of the creation flow, you can define the steps and input fields needed to tailor each template to your specific needs.
What is a contract template?
A contract template is a pre-designed flow that provides a standardised structure for a contract. It includes the typical sections and legal language that are commonly needed, with placeholders for the specific details that will vary from one agreement to another (like names, dates, payment terms, etc.).
Key features of a contract template:
📄 Reusable – Can be used over and over for similar types of agreements
🔁 Standardised – Ensures consistency and compliance
✍️ Customisable – Lets you fill in or modify key parts to suit each situation
⏱️ Time-saving – Reduces the need to draft from scratch every time
Some common examples of contract templates could be a Consultancy Agreement, a Data Processing Agreement (PDA), an IT agreement etc.
Create custom input fields to contract templates
Before you start to create you contract templates, you must create the input fields you want in the templates.
Contract input fields are the building blocks that define what information needs to be captured when creating a contract template. Contract input fields consists of standard input fields and custom input fields.
Standard fields and custom fields can be grouped and sorted to appear in the desired order within the contract templates. Certain standard fields are mandatory and cannot be removed from the contract templates.
Custom fields can be created under "Settings > Visit input fields". Click "Create input field". The custom fields you create in this list can be used in one or more contract templates. The input field consists of the following:
Input types:
Create contract template
To create a new contract template, first define the input fields you want to include. Then go to Settings > Visit contract templates and click "Create contract template". Give your template a name, such as "Data Processing Agreement", and optionally add a description.
You’ll now enter the creation flow. The steps and input fields have been predefined, but you can delete, edit, and rearrange them as needed.
Manage steps
To manage the steps in your contract flow, click "Manage steps" in the top right corner.
Add a step
Click "Add step to template". Give the step a name and click create. New steps are added to the end of the flow by default.
Change step order
Reorder steps by dragging and dropping them. Click and hold the step you want to move, then drag it to the desired position in the list.
Required steps
Some steps are required (Steps 1, 2, 5, and 6) and cannot be edited or hidden. However, you can still modify the input fields within these steps. The required steps are marked in the list with a check mark in the "Required" column.
Edit steps
To rename a step, click the three green dots (overflow menu) on the step and select Edit.
Delete step
To delete a step, click the three green dots (overflow menu) and select Delete. If you delete a step, it will be removed from both the contract template and all contracts that use the template. However, data from the fields in the deleted step will be retained. If one or more of these fields are added to another step, the previously entered information will automatically be displayed there.
Manage input fields on a template
Once you've finished managing the steps in your contract template, return to the main template view (use the breadcrumb trail at the top). Each step in your flow contains a set of input fields that you can customise.
Below are the available features for managing input fields:
Add input field
To add a new input field, click “Add input field” under the relevant step. Here you can choose from the input fields you have crated earlier under "Settings > Visit input fields". If you've removed any standard input fields from the template, these will also be available for re-selection in the same dialog. New input fields will be added to the bottom of the step by default, but you can rearrange them as needed afterwards.
Change order of the input fields
You can rearrange the order of input fields within a step by dragging and dropping them. Simply click and hold the field you want to move, then drag it to the desired position.
Set to required
Each input field can be marked as "Required". If ‘Required’ is enabled, the field will be highlighted in red with a warning message if the user attempts to proceed to the next step without filling it in. However, it is still possible to continue through the flow. On mandatory standard fields the "Required" toggle is locked and cannot be changed.
Mandatory fields
Some input fields are mandatory by default. These cannot be edited or removed.
Differentiate between standard fields and custom fields
Each field is labelled as either "Standard field" or "Custom field", giving you a clear overview of which fields are provided by the system and which ones you’ve created yourself.
Remove input field
To remove a field from a step, simply click the trashcan on the field.
Use the contract template to create a contract
Once your contract template is ready, you can start using it to create contracts. Go to the menu item “Contracts” and click “Create contract”. Enter a name for your contract and select the appropriate template from the “Contract template” dropdown.
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