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A Contract custom field stores information specific to your legal templates: a jurisdiction, a clause variant, a liability cap. You define the field once in the Data Model, then activate it and fill it on each contract model.
You need the Data permission in the Settings block of your role to create fields. See Manage roles.

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What you’ll build

In this example, you’ll add a Jurisdiction field on Contract Model:

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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: for example jurisdiction. It can’t be changed after creation.
  • Description: optional
  • Data Type: pick Text
4

Save

Click Save. The new field appears in the Contract Model field list with the Custom badge.

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Step 2: Configure the field on the contract model

1

Open the contract model

Go to Content › Contract Models and open the contract model you want to configure.
2

Find the Custom Fields section

Scroll to the Custom Fields section. The Jurisdiction field appears with a toggle.
3

Activate the toggle

Turn the toggle on to use the field on this contract model.
4

Set the property and the value

  • Editable by sale: check it if sales reps can change the value
  • Enter the value, for example France
5

Save the contract model

Click Save.
On contract models, custom fields only offer the Editable by sale property. Mandatory and Display for customer are available on customers and templates. Contract Model custom fields aren’t part of the CRM field synchronisation.
To insert dynamic values in the contract text itself (dates, customer details, totals), use the variable dropdown of the contract editor. See Contract models and variables.

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Common Contract custom fields

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Troubleshooting

Refresh the page. Check that the field was created on the Contract Model object and that its toggle is on in the Custom Fields section.
The Editable by sale checkbox is unchecked. Check it on the contract model and save.

Field properties

Which properties each object offers.

Contract models

How variables and contract models combine.

Create a Quote custom field

Same flow, applied to quotes.

Objects

Which objects accept custom fields.
Last modified on October 27, 2026