Block Types

Contract templates are built from blocks. Each block type serves a different purpose.

Text block

Static text content displayed in the contract. Configure:

• Text content — The text to display
• Alignment — Left, center, or right

Heading block

A heading or title element. Configure:

• Text — The heading text
• Level — Heading size (H1, H2, H3, etc.)
• Alignment — Left, center, or right

Input block

A text input field the customer fills out. Configure:

• Label — The field label (e.g., “Full Name”, “Email Address”)
• Placeholder — Hint text shown when empty
• Type — Text, Multiline Text, Email, or Number
• Required — Whether the field must be filled

Write-back (auto-populate) {#write-back}

Input blocks can be configured to write their value back to the customer record:

• Set model — The target collection (currently only “contact” is supported)
• Set field — Which field on the customer record to update
• Set ID — The specific record ID

When the customer submits the contract, the value they entered is automatically saved to their customer profile. This is useful for collecting email addresses, phone numbers, or other contact details that should be stored permanently.

Date block

A date picker field. Configure:

• Label — The field label
• Required — Whether the field must be filled
• Write-back — Same auto-populate capability as input blocks

Yes/No block

A binary choice field. Configure:

• Label — The question text
• Required — Whether an answer is required
• Yes label — Custom label for the “yes” option
• No label — Custom label for the “no” option
• Yes required — Whether “yes” must be selected
• No required — Whether “no” must be selected

Checkbox block

A single checkbox field. Configure:

• Label — The checkbox label text
• Required — Whether the checkbox must be checked

Signature block

An electronic signature field. Configure:

• Label — The signature field label (e.g., “Customer Signature”)
• Required — Whether a signature is required

See Digital Signatures for how customers sign.