Skip to main content
Documents and Models let you automate contract generation, create branded proposals, and standardize your sales documents. This section covers Contract Models, document templates, and how to use dynamic variables to personalize content.

​
Reference

Contract Models

Template structure with dynamic variables for automated contract generation

Dynamic Variables

Available merge fields for customer, quote, product, and deal data

Document Lifecycle

How documents are generated, versioned, and finalized

File Formats

Supported formats for templates and generated documents

​
Guides

Create a Contract Model

Build your first contract template with dynamic variables

Add Dynamic Variables

Insert quote, customer, and product data into your templates

Set Up Approval Workflows

Configure document review and approval processes

Customize PDF Output

Control branding, formatting, and layout of generated documents