The Contract Editor

The contract editor is a rich text editor purpose-built for legal documents. It supports structured clauses, merge fields (variables), signature blocks, scope blocks, and more.

Clause Sections

Clause sections are titled blocks of text (e.g., "Scope of Work", "Payment Terms", "Confidentiality"). You can:

• Insert from the Clause Library -- click "Show Clause Library" to browse and insert pre-built clauses.
• Create inline -- type directly in the editor and wrap content in a clause section using the toolbar.
• Clauses can be marked as optional and reordered using the arrow buttons.

Merge Fields (Variables)

Merge fields are dynamic placeholders that resolve to real values when the contract is sent:

• Client fields: client_name, client_email, client_company
• Organization fields: org_name, org_email, org_phone, org_website
• Contract fields: contract_number, contract_date, effective_date, expiration_date, contract_value

Insert merge fields from the toolbar. In the editor, they appear as colored pills showing the resolved value (or the field name if no value is set yet).

Signature Blocks

Signature blocks define where each party signs. Each block has:

• Signer role: Client, Freelancer, Witness, or Other
• Label: Display text (e.g., "Client Signature")
• Anchor tag: Used by the e-signature provider to place the signature field

The default template includes client and provider signature blocks. Add more from the toolbar.

Scope Blocks

A scope block embeds a proposal's line items directly into the contract:

• Draft mode: Line items are editable via a slide-out sheet
• Accepted mode: Read-only, showing the accepted proposal's frozen data
• Only one scope block per contract is allowed

Page Breaks

Insert page breaks to control PDF pagination. Use the toolbar or slash command.

Reordering

All block-level nodes (clauses, signature blocks, scope blocks, page breaks) have up/down arrow buttons for easy reordering, especially useful on mobile.