Templates

A contract template is the Microsoft Word document your contracts are generated from. Upload your templates to quickly create and issue contracts for new customers.

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Create a template

1. Go to the Location settings > Billing > Contracts page.
2. Enable the Contracts switch.
3. In the Templates section, click Create template.

4. Prepare the document: add the placeholders that the system automatically fills in with customer-specific information when you create a contract.
5. Press Upload file to upload your own document, or press the name of a sample template to start from ours. Add its title.

6. Switch to the Preview tab to see exactly how the final contract will look.

7. Press Create.

Once created, you can select the template when creating contracts for your customers.

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Supported placeholders

Placeholders (variables) are filled in with the contract’s details when you create it. You don’t need to include every placeholder — only add the ones required for your contract and legal needs.

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Contract dates

• {contract.issueDate} — date the contract is issued
• {contract.startDate} — start date of the contract
• {contract.endDate} — end date of the contract

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Customer details

• {customer.legalName} — legal business name of the user or company
• {customer.businessAddress} — customer’s billing address
• {customer.taxId} — customer’s tax ID

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Customer signatories

• {customer.signatory.fullName} — full name of the person signing for the customer
• {customer.signatory.email} — signatory’s email address
• {customer.signatory.phoneNumber} — signatory’s phone number
• {customer.signatory.signature} — place for the digital signature
• {customer.signatory.signature_date} — customer’s signature date

If more than one person signs for the customer, number the extra placeholders sequentially:

• Second signatory: ​{customer.signatory2.fullName}, {customer.signatory2.email}, {customer.signatory2.phoneNumber}, {customer.signatory2.signature}, {customer.signatory2.signature_date}
• Third signatory: ​{customer.signatory3.fullName}, {customer.signatory3.email}, {customer.signatory3.phoneNumber}, {customer.signatory3.signature}, {customer.signatory3.signature_date}

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Location details

• {location.legalName} — location legal business name
• {location.businessAddress} — location billing address
• {location.taxId} — location tax ID

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Location signatories

• {location.signatory.fullName} — full name of the administrator or owner signing for the location
• {location.signatory.email} — signatory’s email address
• {location.signatory.phoneNumber} — signatory’s phone number
• {location.signatory.signature} — place for the digital signature
• {location.signatory.signature_date} — signature date

If more than one person signs for the location, number the extra placeholders sequentially:

• Second signatory: ​{location.signatory2.fullName}, {location.signatory2.email}, {location.signatory2.phoneNumber}, {location.signatory2.signature}, {location.signatory2.signature_date}

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Contract items

To list the items (plans or products) in a contract, place all the item placeholders between the opening tag {#items} and the closing tag {/items}.

• {#items} — opening tag
• {title} — title of the plan or resource plan
• {price} — unit price for the plan or resource
• {quantity} — quantity of the plan or resource
• {tax} — tax rate for the plan or resource
• {total} — total undiscounted price for this item (price × quantity)
• {coupon} — discount coupon percentage or amount, if applied
• {/items} — closing tag
• {items.total} — total undiscounted price for all the items in the contract, placed outside the item tags

A single line that lists every item looks like this: {#items}{title} - {price} - {quantity}{/items}. In a table, put the opening tag in the first cell of the row to repeat for each item, and the closing tag in its last cell:

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Manage templates

1. Go to the Location settings > Billing > Contracts page.
2. Click the menu (…) button near the necessary template and choose the action:
   • Edit — change the template title, press Download file to get the current document, or replace the document with a new version.
   • Duplicate — create a copy for minor adjustments.
   • Delete — delete the template if it’s no longer needed.