Contracts
Add legally binding contracts to your estimates and invoices to protect your business.
Adding a Contract
To add a contract to your estimate or invoice, press the Add Contract button within the document editor.
Managing Contracts
Navigate to Settings | Contracts to:
- Create and customize multiple contract templates
- Set a default contract for all documents
- Edit existing contracts for different use cases
Tip: Create different contracts for different types of work
(e.g., one for small jobs, another for larger projects).
Contract Tags
Use tags within your contracts to automatically populate relevant details when generating estimates or invoices.
| Tag | Description |
|---|---|
[CLIENT_NAME] |
Inserts the client's name |
[PROJECT_NAME] |
Inserts the project name |
[BUSINESS_NAME] |
Inserts your business name |
[ISSUE_DATE] |
Inserts the document issue date |
Example: "This agreement between [BUSINESS_NAME] and [CLIENT_NAME]
is effective as of [ISSUE_DATE]..."