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Linking a contract model to a template allows Qwoty to automatically generate contracts with populated data when quotes are accepted. You configure the association at the template level, and every quote created from that template inherits the contract model.

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Prerequisites

  • You have created or have access to a contract model with the required variables
  • You have Admin or Manager permissions
  • The template you want to configure already exists

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Access the template settings

In the left side menu, click Template, then click the ⋯ menu next to the template you want to configure and select Edit.
1

Locate the contract section

Scroll to the Payment & Terms section and expand Contract & Terms.
2

Add the contract model

In the Contract & Terms table, click Add and select the contract model you want to link from the list.
Only active contract models appear in the list. If you don’t see the model you need, verify it’s not archived.
3

Save the template

Click Save to apply the changes.

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What happens next

All new quotes created from this template will automatically use the linked contract model. When a quote reaches the Accepted status, Qwoty generates a contract using the model and populates it with data from the quote and customer records. Existing quotes created before you linked the contract model are not affected. You must manually assign a contract model to those quotes if needed.

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Troubleshooting

Verify that you have created at least one contract model and that it is not archived. Navigate to Contracts > Models to check.
Contract model assignments happen at quote creation. Update the template, then create a new quote to test the configuration.
Check that the contract model variables match available quote and customer fields. Missing or misnamed variables like {{quote.totla}} instead of {{quote.total}} will not populate.

Create a contract model

Build contract templates with dynamic variables

Create a template

Set up a new quote template with catalog and pricing

Contract model variables

Reference list of available dynamic variables

Quote statuses

Understand quote lifecycle and status transitions