> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flashquotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Shortcodes

> Use dynamic shortcodes to personalize your contracts

## 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](/workflows/shortcodes/overview) 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](mailto: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                                    |

### Company Information

| Shortcode                   | Description        | Example                                           |
| --------------------------- | ------------------ | ------------------------------------------------- |
| `{{company.name}}`          | Your company name  | Bean Scene Coffee                                 |
| `{{company.contact_email}}` | Your contact email | [hello@beanscene.com](mailto: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

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

<Tip>
  Shortcodes are case-sensitive. Use exactly as shown in the tables above.
</Tip>

## Common Use Cases

<AccordionGroup>
  <Accordion icon="handshake" title="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."
  </Accordion>

  <Accordion icon="calendar" title="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."
  </Accordion>

  <Accordion icon="users" title="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."
  </Accordion>

  <Accordion icon="phone" title="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}}
    ```
  </Accordion>
</AccordionGroup>

## 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

<AccordionGroup>
  <Accordion icon="check" title="Always preview">
    Use the preview feature to verify shortcodes render correctly before assigning the contract to quotes.
  </Accordion>

  <Accordion icon="text" title="Use full names in formal sections">
    Use `{{lead.full_name}}` instead of `{{lead.first_name}}` in legal text and signature sections.
  </Accordion>

  <Accordion icon="location-dot" title="Include complete addresses">
    Use `{{quote.event_address}}` for the full address rather than just city.
  </Accordion>

  <Accordion icon="clock" title="Show both start and end times">
    Include both `{{quote.event_start_time}}` and `{{quote.event_end_time}}` to clarify the service window.
  </Accordion>

  <Accordion icon="triangle-exclamation" title="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.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion icon="question" title="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
  </Accordion>

  <Accordion icon="question" title="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)
  </Accordion>

  <Accordion icon="question" title="Need shortcodes that aren't listed?">
    Contracts support the same shortcodes as Quote Sent workflow emails. Check the [workflow shortcodes documentation](/workflows/shortcodes/overview) for the complete list.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Contract Editor" icon="pen-to-square" href="/templates/contracts/editor">
    Build and format your contract template
  </Card>

  <Card title="Workflow Shortcodes" icon="brackets-curly" href="/workflows/shortcodes/overview">
    See all available shortcodes in detail
  </Card>
</CardGroup>