Creating Templates

Templates are reusable document structures written in Markdown with dynamic variables. Create a template once, then generate unlimited contracts from it.

Create a New Template

1. Go to Templates in your dashboard
2. Click New Template
3. Enter a name and optional description
4. Write your template content in the editor

Writing Template Content

The template editor shows your Markdown on the left with a live preview on the right.

Templates use Markdown for formatting:

# Service Agreement

This agreement is between **{{client_name}}** and **{{provider_name}}**.

## Scope of Work

{{scope_description}}

## Payment Terms

- Total amount: {{total_amount}}
- Due date: {{due_date}}

---

**Client Signature:** {{client_signature}}

**Provider Signature:** {{provider_signature}}

Supported Markdown

• Headings: #, ##, ###
• Bold: **text**
• Italic: *text*
• Lists: - or 1.
• Horizontal rules: ---
• Tables: Standard Markdown tables

Adding Variables

Variables are placeholders that get replaced when creating a contract. Use double curly braces:

{{variable_name}}

Common variable examples:

{{client_name}}
{{client_email}}
{{contract_date}}
{{total_amount}}
{{project_description}}

Adding Signature Fields

Signature fields are special variables that create interactive signature areas:

{{client_signature}}
{{provider_signature}}

When a signer views the contract, these become clickable signature fields.

Importing Word Documents

Already have contracts in Word format? Upload them directly:

1. Click Import when creating a template
2. Select your .docx file
3. The content is automatically converted to Markdown
4. Edit as needed and add variables

Preview and Test

Before using a template:

1. Click Preview to see how it renders
2. Create a test contract with sample data
3. Verify all variables display correctly
4. Test the signature flow

Next Steps

• Template Variables - Learn more about variable types
• Creating Contracts - Generate contracts from templates