Templates Overview

Templates are reusable contracts. You write the document once with placeholders, then create as many contracts from it as you need, filling in the details each time.

What Are Templates?

A template has:

  • Content: the document text, written in Markdown. Headings, lists, tables and images are supported.
  • Variables: {{placeholders}} for anything that changes per contract (names, dates, amounts) and for what signers complete (signatures, initials)
  • Field settings: for each variable, who completes it (you or the signer) and what kind of field it is. See Template Variables.

Branding is not part of a template. Your logo, letterhead and colors are set once for the organization under Account → Branding and used on every contract's signing page, emails and signed PDF.

Ways to Start

From Templates → Create Template:

  • Blank Template: write from scratch in the editor
  • Browse Template Library: start from a ready-made agreement (NDAs, leases, employment, freelance, sales and more) and edit it to fit
  • Import Document: upload a Word .docx file and it's converted to Markdown

In the editor, the AI writing assistant can draft sections, rewrite text and review the template.

Templates are optional. You can also create a one-off contract by starting blank or uploading a Word document in the contract wizard. See Creating Contracts.

Next Steps