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Contract models are reusable contract templates that populate automatically with data from your quotes and customers. You can insert dynamic variables like {{customer.name}} or {{quote.total}} to generate personalized contracts for every deal. This guide walks you through creating a new contract model from scratch.
Prerequisites
  • You must have the Admin role to access this screen
  • Custom fields must be created beforehand in Settings → Data Model

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Access the contract model builder

1

Navigate to Content

In the left side menu, click Content.
2

Open Contract Models

Click Contract Models.
3

Create a new model

Click + New in the top right corner.

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Fill in general information

In the General Information section, configure:
  • Name *: Contract model name (e.g., “Standard SaaS Agreement”, “Professional Services Contract”)
  • Reference: Internal reference to identify the model
  • Language *: Contract language
  • Category: Organizational category

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Write the contract content

The Contract block contains a rich text editor for your contract document body. Formatting tools include headings, lists, bold, italic, underline, strike, highlight, text alignment, columns, images, and links. You can also import a DOCX file as a starting point. Insert dynamic variables directly in the editor to populate quote and customer data automatically. See Use dynamic variables for syntax and available fields.

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Configure contract fields

The Contract Fields section defines the contractual parameters. Each field has an Editable by sale checkbox that controls whether sales reps can modify the value when creating a quote.
  • Duration Type: How the contract duration is structured
  • Duration (months): Contract duration in months
  • Renewal Type: How the contract renews after the initial term
  • Prior Notice: Whether advance notice is required to terminate the contract

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Configure custom fields

The Custom Fields section lists workspace-level custom fields for contract models. Toggle each field on to include it, enter its default value, and check Editable by sale if sales reps should be able to modify it when creating a quote.

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Add external identifiers

If you integrate with external systems, fill in the corresponding identifiers in the Identifiers section:
  • CRM ID: Identifier in your CRM
  • ERP ID: Identifier in your ERP
  • Accounting ID: Identifier in your accounting software

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Define the status

In the right side panel, configure:
  • Status: Active (available in templates) or Inactive
  • API Name *: Technical identifier generated automatically from the name
The API Name can only be modified at creation. Once saved, it can no longer be modified to ensure the stability of your integrations.

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Save your contract model

Once all fields are configured, click Save at the top right.

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What happens next

Your contract model is now available to associate with quote templates. When a quote using this template reaches the Accepted status, Qwoty automatically generates a contract by populating your model with the quote and customer data.

Manage contract models

Edit, archive, or delete existing contract models

Create a quote template

Build templates that combine catalogs, pricebooks, and contract models

Customize the data model

Add custom fields to your workspace

Discover the Dealroom

Learn how customers interact with quotes and contracts