Prerequisites
- You have write access to Content
- Custom fields for contract models, if you need them, are created in Settings › Data › Data Model
Open the contract models
In the side menu, click Content › Contract Models, then click New contract.Fill in the general information
In General Information:- Name *: the contract name shown to the customer, for example
General Terms and Conditions - Reference: an internal reference
- Language *: the contract’s language
- Category: for example Sales agreement, Service contract, NDA, DPA, or Other (business specific)
Write the contract
The Contract block is a rich text editor with headings, lists, bold, italic, underline, highlight, alignment, columns, tables, images, and links. You can also import a DOCX file as a starting point. To insert contract data, such as the start date or the renewal type, type@ or use the variable button of the toolbar and pick a variable from the Contract group. It’s inserted as a chip, for example [Contract/Start Date]. See Use dynamic variables.
Set the contract fields
Contract Fields define the default values applied when the contract is added to a quote. Check Editable by sale next to a field to let sales reps change it in the quote.Link templates and custom fields
- Linked Resources › Templates: select the templates where this contract model is available. You can also add it from the template’s Terms tab
- Custom Fields: turn on the custom fields to use, enter their default value, and check Editable by sale if needed
- Identifiers: CRM ID, ERP ID, and Accounting ID for your integrations
Set the status and save
In the right panel, set Status to Active (available in templates and quotes) or Inactive. The API Name is generated from the name; you can modify it (lowercase letters, numbers, and underscores only). Click Save.What happens next
Your contract model can now be added to templates (Terms › Contract & Terms) and to quotes (Contract section). When a customer signs the quote, the contract is part of the signed document. Qwoty doesn’t create a separate contract record.Add a contract to a quote
Use the contract model in a quote
Link a contract model to a template
Make the model available or mandatory in a template
Contract models and variables
Reference of fields and variables
Create a contract custom field
Add custom fields to contract models