What it’s for
A template is the contract text, with variables that the system fills in with each customer’s data. The customer accepts it by link, with a receipt.Who can do it
Everyone sees the tab and the list. Only Owner and Admin create, edit, and delete (“Only the Owner and Admins create and edit templates.”).Where to click
Settings › Organization › Contract templates.Step by step
1
Create the template
Click New template.
2
Give it a name and write the text
Fill in Template name (up to 120 characters) and Contract text (up to 20,000).
3
Insert the variables
Under Insert variable, click a variable in the list to put it in the text, between double curly braces. Use only the ones in the list.
4
Save
Leave Active template on and click Save.
What happens next
The template goes into the list with the number of variables and of sends. Contracts already sent do not change when you edit the template. To remove a template, use Delete; to just pause it, turn off Active template.Common errors
- Unknown variable: the message says which variable does not exist. Replace it with one from the list.
- Fill in the name (up to 120 characters) and the text (up to 20,000).
- Only the Owner and Admins change templates.
- Couldn’t save. Try again.
- Could not load the templates. Use Try again.
- Not available yet: “Contracts are being set up in your account.”