Sales

Edit and duplicate contract templates

Format agreements and preview merge fields before use.

1. From Contracts, select Templates and open an existing template or use New template. Choose an included starter when helpful.
2. Use the editor for headings, paragraphs, bold, italics, lists, and links. Insert supported merge fields from the picker where variable client or event details belong.
3. Select and order the relevant saved clause versions. Preview with sample values and review any missing merge-value notices.
4. Select Save template for a new template or Create revised version for a saved one. Duplicate as new template creates an independent copy.
5. Use Show HTML when you need to inspect the source. Review the rendered preview again after source edits.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.