Contract Shortcodes

Overview

Shortcodes automatically insert quote and contact information into your contracts. They ensure accurate, personalized contracts without manual data entry. Shortcodes are formatted as {{entity.attribute}} and appear as highlighted tags in the editor.

Available Shortcodes

Contracts support the same shortcodes available in workflow emails for the Quote Sent trigger.

Contact Information

Shortcode	Description	Example
`{{lead.first_name}}`	Contact’s first name	John
`{{lead.last_name}}`	Contact’s last name	Doe
`{{lead.full_name}}`	Contact’s full name	John Doe
`{{lead.email}}`	Contact’s email address	john@example.com
`{{lead.company_name}}`	Contact’s company name	Acme Inc
`{{lead.phone}}`	Contact’s phone number	+1 234-567-890
`{{lead.city}}`	Contact’s city	New York

Shortcode	Description	Example
`{{company.name}}`	Your company name	Bean Scene Coffee
`{{company.contact_email}}`	Your contact email	hello@beanscene.com
`{{company.contact_phone}}`	Your contact phone	+1 234-567-890

Quote Information

Shortcode	Description	Example
`{{quote.event_start_date}}`	Event start date	May 1, 2025
`{{quote.event_start_time}}`	Event start time	10:00 AM
`{{quote.event_end_date}}`	Event end date	May 2, 2025
`{{quote.event_end_time}}`	Event end time	10:00 PM
`{{quote.event_address}}`	Event location	123 Main St, Anytown, USA
`{{quote.guest_count}}`	Number of guests	150
`{{quote.number_of_days}}`	Number of days	2
`{{quote.number_of_staff}}`	Number of staff	3
`{{quote.service_duration_hours}}`	Total service duration across all days	8
`{{quote.daily_service_duration_hours}}`	Average service duration per day (rounded to 15 min)	4

Using Shortcodes

Position your cursor where you want the shortcode
Type the shortcode exactly as shown (case-sensitive)
The shortcode highlights automatically when recognized
Preview your contract to verify shortcodes render correctly

Shortcodes are case-sensitive. Use exactly as shown in the tables above.

Common Use Cases

Party Identification

Identify the parties entering the agreement:

This agreement is made between {{company.name}} ("Service Provider")
and {{lead.full_name}} ("Client") on this date.

Renders as: “This agreement is made between Bean Scene Coffee (“Service Provider”) and John Smith (“Client”) on this date.”

Event Details

Reference specific event dates and times:

Services will be provided on {{quote.event_start_date}} from
{{quote.event_start_time}} to {{quote.event_end_time}} at
{{quote.event_address}}.

Renders as: “Services will be provided on May 1, 2025 from 10:00 AM to 4:00 PM at 123 Main St, Anytown, USA.”

Service Scope

Describe the scope of services:

Service Provider will provide coffee catering services for
{{quote.guest_count}} guests with {{quote.number_of_staff}} staff
members for {{quote.service_duration_hours}} hours.

Renders as: “Service Provider will provide coffee catering services for 150 guests with 3 staff members for 4 hours.”

Contact Information

Include contact details for both parties:

Client Contact: {{lead.full_name}}
Email: {{lead.email}}
Phone: {{lead.phone}}

Service Provider Contact: {{company.name}}
Email: {{company.contact_email}}
Phone: {{company.contact_phone}}

Sample Contract with Shortcodes

Here’s a basic service agreement structure using shortcodes:

SERVICE AGREEMENT

This Service Agreement ("Agreement") is entered into between
{{company.name}} ("Service Provider") and {{lead.full_name}}
("Client") for services to be provided on {{quote.event_start_date}}.

EVENT DETAILS
Date: {{quote.event_start_date}}
Time: {{quote.event_start_time}} to {{quote.event_end_time}}
Location: {{quote.event_address}}
Guest Count: {{quote.guest_count}}

SERVICES PROVIDED
Service Provider will provide coffee catering services including
{{quote.number_of_staff}} trained staff members for
{{quote.service_duration_hours}} hours of service.

PAYMENT TERMS
Client agrees to pay the total amount specified in the quote.
Payment terms and schedule are outlined in the booking confirmation.

CANCELLATION POLICY
[Your cancellation terms here]

CONTACT INFORMATION
Client: {{lead.full_name}}
Email: {{lead.email}}
Phone: {{lead.phone}}

Service Provider: {{company.name}}
Email: {{company.contact_email}}
Phone: {{company.contact_phone}}

[Add signature block here]

Shortcode Best Practices

Always preview

Use the preview feature to verify shortcodes render correctly before assigning the contract to quotes.

Use full names in formal sections

Use {{lead.full_name}} instead of {{lead.first_name}} in legal text and signature sections.

Include complete addresses

Use {{quote.event_address}} for the full address rather than just city.

Show both start and end times

Include both {{quote.event_start_time}} and {{quote.event_end_time}} to clarify the service window.

Handle missing data

Some shortcodes may be empty if that information wasn’t collected. Test with various quote types to ensure your contract reads well even with missing optional fields.

Troubleshooting

Shortcode not highlighting?

Check spelling and capitalization (they’re case-sensitive)
Ensure you have both opening {{ and closing }}
Verify you’re using a valid shortcode from the tables above

Shortcode shows as text in preview?

The shortcode may not be recognized - check the spelling
Some fields may be empty if data wasn’t collected
Verify you’re using quote-level shortcodes (contracts don’t support booking-level shortcodes)

Need shortcodes that aren't listed?

Contracts support the same shortcodes as Quote Sent workflow emails. Check the workflow shortcodes documentation for the complete list.

Get Started

Core Features

Help & Support

Settings

Overview

Available Shortcodes

Contact Information

Company Information

Quote Information

Using Shortcodes

Common Use Cases

Sample Contract with Shortcodes

Shortcode Best Practices

Troubleshooting

Next Steps

Contract Editor

Workflow Shortcodes

​Overview

​Available Shortcodes

​Contact Information

​Company Information

​Quote Information

​Using Shortcodes

​Common Use Cases

​Sample Contract with Shortcodes

​Shortcode Best Practices

​Troubleshooting

​Next Steps

Contract Editor

Workflow Shortcodes

Overview

Available Shortcodes

Contact Information

Company Information

Quote Information

Using Shortcodes

Common Use Cases

Sample Contract with Shortcodes

Shortcode Best Practices

Troubleshooting

Next Steps