Overview
The contract editor provides a rich text toolbar for creating professional contracts with dynamic content. Use headers, lists, and signature blocks to build clear, well-organized contracts.Editor Toolbar
Text Formatting
Format text with standard controls:- Bold and Italic text
- Underline and strikethrough
- Links to external resources or policies
- Text alignment (left, center, right)
- Line dividers to separate sections
Headers
Use headers to organize your contract into clear sections. Headers create visual hierarchy and make contracts easier to scan. Common sections:- Services Provided
- Payment Terms
- Cancellation Policy
- Liability and Insurance
- Terms and Conditions
Lists
Bullet lists work well for:- Terms and conditions
- Included services
- Customer responsibilities
- Sequential steps
- Ordered clauses
- Priority items
Signature Block
The signature block is where customers sign electronically. Click the signature icon in the toolbar to insert one anywhere in your contract. What signature blocks show:- Signer name (entered by customer)
- Electronic signature (adopted style)
- Date signed (automatic timestamp)
Page Breaks
Insert page breaks to control where pages break when printed or downloaded as PDF. Page breaks are hidden when viewing on screen but honored in PDF and print output. When to use page breaks:- Before major sections
- To keep related content together
- To start signature blocks on a clean page
Using Shortcodes
Insert shortcodes to personalize contracts with customer and quote data. Shortcodes appear as highlighted tags in the editor and automatically populate when customers view the contract. Example:{{lead.full_name}} becomes “John Smith” in the signed contract.
Learn about all available shortcodes →
Preview Your Contract
Click Preview to see how your contract will appear to customers. In preview mode, you can select a recent quote to see exactly how the contract would be presented for that specific quote, with all shortcodes populated with real data. This helps you verify formatting and content before assigning the contract to quotes.Tips for Effective Contracts
Keep language clear
Keep language clear
Use simple, direct language. Avoid legal jargon when plain English works better. Your customers should understand what they’re signing.
Use headers to organize
Use headers to organize
Break your contract into logical sections with clear headers. This makes it easier for customers to find specific terms and for you to update sections later.
Place signature block at the end
Place signature block at the end
Put the signature block after all terms and conditions. Customers should read everything before signing.
Test with preview
Test with preview
Always preview your contract before using it. Check that shortcodes render correctly and the layout looks professional.
Think mobile-first
Think mobile-first
Many customers will sign contracts on their phones. Keep paragraphs short and avoid wide tables or images.
Common Contract Structures
- Service Contract
- Event Agreement
- Rental Agreement
Structure for service-based businesses:
- Introduction - Brief statement of agreement
- Services Provided - What you’ll deliver
- Payment Terms - When and how much
- Cancellation Policy - Refund and cancellation rules
- Liability - Limits on responsibility
- Signatures - Electronic signature block