How to manage contract templates?

Introduction

Contract templates allow you to create standard contract documents that will be automatically customized with the quote and customer information. Thanks to dynamic variables, you write your contract content (NDA, T&Cs, service agreement, etc.) only once and Qwoty automatically inserts the appropriate data: customer name, address, start date, amount, etc.

These templates can be linked to specific quote templates, ensuring that the right contract is automatically suggested depending on the type of sale. This association makes it easier to create complete and consistent sales proposals, in line with your company's contractual rules.

You can also define contractual parameters (term, renewal, notice) and choose which ones can be modified by sales reps when creating a quote.

Access

In the left side menu, click Content
Click Contract templates

View the list of contract templates

The list displays all contract templates configured in your workspace with the following information:

Status : Active or Inactive
Title : Name of the contract template
Reference : Technical reference
Category : Contract category
Language : Contract language
API name : Technical identifier
Updated : Last modified date

Use the search bar to find a specific template.

Create a contract template

Creating a contract template lets you define a reusable standard document for your quotes.

Click + New contract template at the top right
Fill in the general information:
- Name * : Template name (e.g.: Enterprise NDA, Standard T&Cs, Maintenance contract)
- Reference * : Technical reference
- Language : Contract language
- Category : Category to organize your templates
Link the template to existing items:
- Linked templates : Quote templates that will use this template
- Linked products : Products that will trigger the use of this template
In the right side panel, set the Status (Active/Inactive)

Write the contract content

The Contract block contains a rich text editor to write the content of your contract document.

Formatting tools

The editor provides the following tools:

Text style (headings, paragraphs)
Bold, Italic, Underlined
Alignment (left, center, right, justified)
Line break

Insert variables

Variables allow you to automatically insert quote or customer data into the contract. They appear as badges in the editor.

Available variables:

Customer name : Customer company name
Address : Customer address
Buyer name : Buyer contact name
Start date : Contract start date
And other variables depending on your configuration

💡 Example : "This contract is entered into between [Customer name], having its registered office at [Address] ("the Customer"), and..."

Configure contract fields

The Contract fields block lets you define contractual parameters. For each field, you can check Editable by sales rep to allow changes when creating the quote.

Term type

Select the contract term type:

Fixed Terms : Fixed term
Permanent : Open-ended term
Instant execution : Immediate execution

Term (months)

Enter the contract term in months (for fixed-term contracts).

Renewal type

Select the renewal mode:

None : No automatic renewal
Tacit : Tacit renewal

Renewal term (months)

Enter the length of each renewal period in months.

Notice

Indicate whether notice is required:

Yes : Notice required
No : No notice

If you select Yes, enter the Notice period (months).

💡 Tip : Check Editable by sales rep only for the fields you want to keep negotiable. The others will be locked according to the values defined in the template.

Fill in custom fields

The Custom fields block lets you add information specific to your business.

For each custom field:

Enable the field using the toggle
Enter the default value
Check Editable by sales rep if needed

Fill in external identifiers

If you use external systems, fill in the corresponding identifiers:

CRM ID : Identifier in your CRM
ERP ID : Identifier in your ERP
Accounting ID : Identifier in your accounting software

Export and import templates

Qwoty lets you manage your contract templates in bulk:

Export : Click Export to download your templates
Import : Click Import to import templates from a file

Save

Once configuration is complete, click Save at the top right.

How to manage content blocks?
How to manage quote templates?
How to create a quote?