Creating Templates

Contract templates define the structure of your contracts. Create them once, then generate contracts for individual customers.

Accessing templates

Go to Company Settings → Contract Templates to view and manage templates.

Creating a new template

Tap + to create a new template. Enter a name and optional description.

Template editor

The template editor has three pages you can swipe between:

1. Master Data

• Name — Template name
• Description — Template description
• Appointment kind — Link to a specific appointment kind (used for auto-selection when creating contracts from appointments)
• Show appointment — Whether to display appointment details in the customer form
• Bank details — Configure bank information display
• Terms of Service — Toggle and configure ToS with rich text editor

2. Block Editor

A visual drag-and-drop editor for building the contract layout:

• Add blocks — Tap the floating action button to add new block types
• Reorder blocks — Drag blocks to rearrange them
• Edit blocks — Tap a block to configure its properties
• Delete blocks — Remove blocks you don’t need

3. Preview

A live preview of how the contract will appear to customers.

Template options

From the template’s options menu:

• Clone — Create a copy of the template
• Delete — Soft-delete the template
• Restore — Restore a deleted template