Under Templates >> Forms, you can create and store contract and sub-agreement templates to use over and over.
What makes contracts and sub-agreements different from the other templates in Dubsado is that you can add signature areas and initial fields. These elements can be signed electronically after you've shared the form with a client.
We recommend watching the video above for an overview of how to build contract and sub-agreement templates, but here are some quick tips:
- add smart fields inside your text boxes to autofill client information, like their name
- invoice smart fields allow you to include the payment schedule, or total invoice price in the language of the document
- use a separate text box element for each clause in your contract to make it easier to edit your text later
What happens if I need to update my contract?
When you add a contract or sub-agreement to a project, it makes a copy from your master template stored under Templates >> Forms. This means that you can update your contract template to use with new clients going forward without affecting contracts you've already added to projects. Same goes for sub-agreements!
I customize my contract for each client. Do I need to make a new template each time?
Nope! When you add a contract to a project, it makes a copy from your master template stored under Templates >> Forms. This means that you can edit a specific copy of a contract inside of a project without affecting your master template. Create a template to give yourself a starting point, then customize as much as you need after adding the contract to a project.
Also, remember that you can use smart fields to automatically customize details in the contract like the client's name or invoice total. You might not need to do any manual customization at all!