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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

Use this file to discover all available pages before exploring further.

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.

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What you’ll build

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.
FieldTypePurpose
JurisdictionTextCountry 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).

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Step 1: Create the field in the Data model

1

Open Data model

Go to Settings → Data → Data model and click the Contract Model object.
2

Click + New

In the top right of the field list, click + New to open the field creation form.
3

Fill in General Information

  • Name: Jurisdiction
  • API Name: Qwoty generates jurisdiction automatically. Edit if you need a specific identifier (for example, governing_jurisdiction).
  • Data Type: pick Text
4

Save

Click Save in the top right. The new field appears in the Contract Model object’s field list with the Custom badge.
The field exists in the data model. Next, configure how it behaves on each contract model record.

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Step 2: Configure the field on the contract model

The field exists, but it doesn’t yet appear on any contract. Activate it on the contract models where it applies, and configure the three properties.
1

Open the contract model

Navigate to Documents → Contract Model and open the contract template you want to configure (for example, Standard Sales Contract).
2

Find the Custom Fields section

Scroll to the Custom Fields section. The Jurisdiction field you just created appears, with a toggle and three checkboxes.
3

Activate the toggle

Click the toggle to turn the field on. The toggle turns dark — the field is now part of every contract generated from this model.
4

Configure the properties

Check the boxes that match your needs:
  • Mandatory ✓ — the contract can’t be generated without a jurisdiction
  • Editable by sale ✓ — sales reps pick the value during quoting
  • Display for customer — leave unchecked (jurisdiction is internal — the resolved clause text is what the customer sees)
5

Set a default value (optional)

If most of your contracts share the same jurisdiction, set a default (for example, France). Sales reps can override it per deal.
6

Save the contract model

Click Save.

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Use the field in the contract text

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: 
{{#if contract.jurisdiction == "France"}}
  ... French-specific arbitration clause ...
{{else if contract.jurisdiction == "Germany"}}
  ... German-specific arbitration clause ...
{{/if}}
Pair custom fields with content blocks (Documents → Content blocks) for reusable contract sections that depend on the field’s value.

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Step 3: Sync with your CRM (optional)

If your CRM tracks contract metadata (which is often the case in regulated industries), map the Jurisdiction field to a matching CRM field.
1

Open your CRM integration

Go to Settings → Developers → Integration and click your connected CRM.
2

Find the custom fields mapping section

Scroll to the custom fields mapping. The Contract Model field appears as Custom: Jurisdiction.
3

Pick a sync direction

Open the direction dropdown and choose:
  • Bidirectional — if your legal team also updates jurisdiction in the CRM
  • Qwoty → CRM — typical: the value is set during quoting and pushed to the CRM record
  • CRM → Qwoty — if jurisdiction is determined upstream by your CRM workflows
4

Select the matching CRM field

Pick the CRM field that holds the jurisdiction value. Compatible types: Text, Picklist, Dropdown.
5

Save changes

Click Save changes at the bottom of the page.
Your contract jurisdiction now flows between Qwoty and your CRM, and is also resolved as a variable inside generated contracts.

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Common Contract custom fields

Beyond Jurisdiction, here are patterns that come up often:
FieldTypeWhy
Effective dateDateWhen the contract takes effect (often differs from signature date)
Auto-renewal flagText (or future boolean)Triggers a different renewal clause
Notice period (months)NumberUsed in termination clauses
Liability capNumberNegotiated indemnity ceiling
Governing lawTextCombined with Jurisdiction for cross-border contracts
External legal referenceTextInternal counsel ticket or case number

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Troubleshooting

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).
Check that the toggle is on in the Custom Fields section of the contract model. Disabled toggles hide the field from forms.
The Editable by sale checkbox is unchecked. Activate it on the contract model.
Add a custom field on the CRM side first (Text or Picklist for Jurisdiction), then refresh the integration mapping section.

Field properties

Mandatory, Editable, Display — the three controls that shape behaviour.

Contract models

How variables, content blocks, and contract models combine.

Create a Quote custom field

Same flow, applied to quotes.

CRM mapping

Sync directions and CRM field compatibility.