# Creating a Contract Template

## Overview

All contract templates are created from **Setup → Global Contracts → Add New**. The fields available depend on the **Document Type** selected. Each template is built once and reused every time a document needs to be generated for a client or broker.

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## How the Body Editor Works

Each document type has a rich-text body editor (similar to a Word processor). You write the contract text directly in the editor — formatting, tables, and styling are all supported.

To insert dynamic data, type the **Document Word code** directly in the body wherever you want that data to appear. For example:

```
This contract is made between [Company Name] and -client_name- for the unit -unit_name- 
located in -project_name-, with a total price of -total_amount-.

```

When the document is downloaded, the system replaces every code with the actual value from the relevant record. See the **Document Words** page for the full list of available codes and which document types they are compatible with.

> ⚠️ Document Words are type-specific. A code compatible with a Contract template may not work in a Reservation Form. Always verify compatibility before inserting a code.

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## Document Types & Their Fields

### Reservation Form

Selected at the **Hold step** of the Unit Sales Pipeline — the salesman selects which Reservation Form to use, then downloads it for the client.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/RKNimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/RKNimage.png)

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Title**</td><td>✅</td><td>Name of the reservation form template.</td></tr><tr><td>**Reservation Form Body**</td><td>✅</td><td>Write the form content here. Insert Document Word codes where dynamic data should appear.</td></tr><tr><td>**Document Type**</td><td>✅</td><td>Set to **Reservation Form**.</td></tr></tbody></table>

[![Screenshot_from_2026-06-28_16-26-21.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/screenshot-from-2026-06-28-16-26-21.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/screenshot-from-2026-06-28-16-26-21.png)

---

### Contract

Selected at the **Confirm Down Payment step** of the Unit Sales Pipeline — finance selects which contract template to use before moving to the Contract step.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/zjyimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/zjyimage.png)

<table id="bkmrk-field-required-descr-1"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Title**</td><td>✅</td><td>Name of the contract template.</td></tr><tr><td>**Contract Body**</td><td>✅</td><td>Write the contract content here. Insert Document Word codes where dynamic data should appear.</td></tr><tr><td>**Document Type**</td><td>✅</td><td>Set to **Contract**.</td></tr><tr><td>**Contract Page Header Size**</td><td>Optional</td><td>The height (in px or mm) of the header area that appears at the top of every page.</td></tr><tr><td>**Contract Page Header**</td><td>Optional</td><td>The header content — written in a separate rich-text editor. Appears at the top of every page when the contract is printed or downloaded (e.g., company logo, letterhead, company name).</td></tr><tr><td>**Contract Page Footer Size**</td><td>Optional</td><td>The height of the footer area that appears at the bottom of every page.</td></tr><tr><td>**Contract Page Footer**</td><td>Optional</td><td>The footer content — written in a separate rich-text editor. Appears at the bottom of every page (e.g., page numbers, authorized signature lines, legal disclaimers).</td></tr><tr><td>**Contract Page Margin Size**</td><td>Optional</td><td>The margin size (in px or mm) around the page content on all sides.</td></tr></tbody></table>

> 💡 The Contract type is the only document type that supports page headers, footers, and margin configuration. Use these for formal multi-page contracts where consistent branding or signature lines are needed on every page.

[![Screenshot_from_2026-06-28_16-26-52.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/screenshot-from-2026-06-28-16-26-52.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/screenshot-from-2026-06-28-16-26-52.png)

---

### Broker Contract

Used in the **Brokerage Module** — downloaded from the broker's profile in Active Brokers.

<table id="bkmrk-field-required-descr-2"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Title**</td><td>✅</td><td>Name of the broker contract template.</td></tr><tr><td>**Broker Contract Body**</td><td>✅</td><td>Write the contract content here. Insert Document Word codes where broker data should appear.</td></tr><tr><td>**Document Type**</td><td>✅</td><td>Set to **Broker Contract**.</td></tr></tbody></table>

[![Screenshot_from_2026-06-28_16-26-14.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/screenshot-from-2026-06-28-16-26-14.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/screenshot-from-2026-06-28-16-26-14.png)

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## How to Create a Template

1. Go to **Setup → Global Contracts**.
2. Click **Add New**.
3. Select the **Document Type** — this determines which fields and body editor appear.
4. Fill in the **Title**.
5. Write the content in the body editor — format it as needed.
6. Insert **Document Word codes** anywhere in the body where dynamic data should appear.
7. For Contract type only: fill in the header, footer, and margin fields if needed.
8. Click **Create**.