Manage Contract Templates

Contract templates let you create contracts faster by starting from pre-built content.

Accessing Templates

Go to "Settings" > "Contract Templates" (/dashboard/settings/contract-templates) to view and manage all templates.

Templates are divided into two groups:

• Starter templates (locked): System-provided templates for common contract types. Cannot be edited or deleted, but can be duplicated as custom templates.
• Custom templates: Templates you create or duplicate. Fully editable.

Duplicating a Template

1. Find the template you want to copy (starter or custom).
2. Click the three-dot menu and select "Duplicate" (or "Duplicate as Custom" for starters).
3. Enter a name for the new template.
4. The duplicate is created as a custom template that you can edit freely.

Editing a Template

1. Find a custom template and click the three-dot menu > "Edit".
2. The template editor opens with the same rich editor used for contracts.
3. Edit the content, name, category, and description.
4. Content auto-saves as you type. Click "Save" to update metadata.

Creating from a Contract

You can also save any contract as a template:

1. Open a contract in the editor.
2. Click "Save as Template" in the header.
3. Enter a template name.
4. The contract's content is saved as a new custom template (with client-specific data stripped).

Deleting a Template

1. Find a custom template and click the three-dot menu > "Delete".
2. Confirm the deletion. This cannot be undone.
3. Starter templates cannot be deleted.