Contract model fields
Category values: Corporate document, Distribution agreement, DPA, HR, Intellectual property, Lease, Marketing agreement, NDA, Partnership agreement, Sales agreement, Service contract, Supplier agreement, Other (business specific).
How a contract model is used
- An admin adds the model to a template, as Always displayed (inserted in every quote) or Available (added by the sales rep), and optionally Mandatory.
- In the quote, the contract appears in the Contract section, where the sales rep can adjust the editable contract fields.
- In the Dealroom, the customer reads the contract and accepts it under Legal Agreements.
- The contract is part of the signed document. Qwoty doesn’t create a separate contract record.
Variables
Insert variables by typing@ or with the variable button of the editor toolbar. They appear as chips. See Use dynamic variables.
Contract (contract models only)
Customer
[Customer/Name], [Customer/Segment], [Customer/Tax ID VAT], [Customer/Contact Full Name], [Customer/Contact First Name], [Customer/Contact Last Name], [Customer/Contact Email], [Customer/Contact Phone], [Customer/Billing Address Full], [Customer/Billing Contact Full Name], [Customer/Billing Email], [Customer/Billing Line 1], [Customer/Billing City], [Customer/Billing State], [Customer/Billing Postal Code], [Customer/Billing Country], [Customer/Shipping Address Full], [Customer/Shipping Line 1], [Customer/Shipping City], [Customer/Shipping Country]
Quote
[Quote/Number], [Quote/Title], [Quote/Sign Date], [Quote/Currency]
Totals
[Totals/Net Amount], [Totals/Tax Amount], [Totals/Total Amount], [Totals/One Off Total], [Totals/Recurring Total]
Installments and payment method
[Installments/Full] (the payment schedule), [Payment Method/Payment Method]
Sales Rep
[Sales Rep/Name], [Sales Rep/Email], [Sales Rep/Phone]
Seller
The business unit issuing the quote:[Seller/Name], [Seller/Address Full], [Seller/Address Line 1], [Seller/Address Line 2], [Seller/Address City], [Seller/Address State], [Seller/Address Postal Code], [Seller/Address Country], [Seller/Tax ID Registration]
Contract models only offer the Contract variables. All other groups are available in content blocks and content sections.
Related
Create a contract model
Write your first contract model
Add a contract to a quote
Contract sections in quotes
Link a contract model
Make a contract available in a template
Use dynamic variables
Insert variables in the editor

