Contract templates
Templates let you save a contract body and reuse it across multiple deals.
To save a template:
1. Write your contract body in the editor
2. Click "Save as Template" and give it a name
3. It will appear in the "Load a template…" dropdown on all future contracts
To load a template:
1. Open the template dropdown
2. Select the template — the body will be inserted into the editor
Templates are scoped to your organization. Partner org templates (marked as shared) also appear in the list.
Tip: write templates using merge fields so they auto-populate when loaded into a specific contract.