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Linking a contract model to a template makes it available in the Contract section of the template’s quotes. You choose whether it’s inserted automatically, whether sales reps can edit it, and whether it’s mandatory.

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Prerequisites

  • An active contract model exists in Content › Contract Models. See Create a contract model
  • Write access to templates
1

Open the template

In the side menu, click Template, then open the template (or ⋯ › Edit).
2

Open Contract & Terms

Go to the Terms tab and find the Contract & Terms block (“The sales team will only have access to the contracts selected on this template”).
3

Add the contract model

Click Add. In Select contract models, select one or more models and confirm.
4

Set the options

For each contract in the table:
  • Editable: whether sales reps can edit the contract text in their quotes
  • Mandatory: the contract is always inserted and can’t be removed from quotes. The customer must accept it before signing
  • Insertion: Always displayed (automatically inserted into every quote) or Available (added by sales reps when needed). A mandatory contract is always displayed
  • Drag rows to set the Order of the contracts
5

Save

Click Save.
You can also link a contract model from the model itself, in Linked Resources › Templates.

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What happens next

New quotes created from this template include the contracts set to Always displayed, and sales reps can add the Available ones with Contract section. See Add a contract to a quote. In the Dealroom, the customer reads and accepts the contracts under Legal Agreements before signing. Qwoty doesn’t generate a separate contract record when the quote is accepted: the contracts are part of the signed document.

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Troubleshooting

Check that the model’s Status is Active in Content › Contract Models.
Contracts set to Always displayed are inserted when a quote is created. In existing quotes, add the contract manually with Contract section in the Contract section.

Create a contract model

Write a reusable contract

Add a contract to a quote

Use the contract in a quote

Contract models and variables

Fields and variables reference

Template settings

All template tabs
Last modified on October 27, 2026