Add a custom field to a contract model — used as a contract variable and synced to your CRM.
A Contract custom field captures information specific to your legal templates — for example, a clause variant, a jurisdiction, an effective date, or a guaranteed minimum. The field appears on contract records, can be referenced as a variable inside the contract text, and optionally syncs to your CRM.This guide walks through the full lifecycle in three steps.
You must have the Admin role with Data → Read & Write authorized. CRM mapping additionally requires Developers access.
In this example, you’ll add a Jurisdiction field on Contract Model — a Text field that drives a clause variant in your contract templates. Sales reps will pick it during quoting, and it will appear in the contract via a {{contract.jurisdiction}} variable.
Field
Type
Purpose
Jurisdiction
Text
Country or state under which the contract is governed
The field will be mandatory, editable by sales reps, and not displayed to the customer (it’s an internal legal-ops marker — the customer sees the resolved clause text in the contract itself, not the variable name).
Now that the field is active, you can reference it as a variable inside the contract template’s body:
This Agreement is governed by the laws of {{contract.jurisdiction}}.Any dispute shall be settled before the courts of {{contract.jurisdiction}}.
When the contract is generated, the variable resolves to the value the sales rep entered. Combine it with conditional blocks (if your contract editor supports them) to swap entire clauses based on the value:
The variable {{contract.jurisdiction}} resolves to empty in the generated contract
Either the field is empty on the contract record, or the variable name doesn’t match the API name. Open the contract and verify the field is filled. Check that the variable uses the field’s API name exactly (case-sensitive).
The field is on the contract model but doesn't appear on contracts
Check that the toggle is on in the Custom Fields section of the contract model. Disabled toggles hide the field from forms.
Sales reps see the field but it doesn't save their input
The Editable by sale checkbox is unchecked. Activate it on the contract model.
My CRM doesn't show a compatible field
Add a custom field on the CRM side first (Text or Picklist for Jurisdiction), then refresh the integration mapping section.