Legal templates

Rather than retyping your terms and conditions on every quote, save reusable legal templates once and apply them wherever you need — with placeholders that fill in each client and project's details automatically.

Go to Settings → Legal Templates.
Select New Template, give it a name and description, and write the content.
Use the supported variables to personalise it automatically, for example {{client.name}}, {{project.name}}, {{project.value}}, {{agency.name}}, or {{agreement.expiresAt}}.
Optionally mark a template as your default, so it's pre-selected on new quotes.
When creating a quote, go to the Terms tab and set "Terms Type" to your saved template (or choose Existing Project Terms or Custom Terms instead).

Good to know

Choosing a template on a quote copies its content in at that moment — if you edit the template afterward, quotes already built from it don't change retroactively.
Templates can be duplicated, edited, or deleted from Settings → Legal Templates. A template that's already been used on a quote is archived rather than fully deleted, so past quotes keep their terms intact.
"Existing Project Terms" and "Custom Terms" remain available on every quote if you'd rather not use a saved template.

FAQs

Can I have more than one template?
Yes — save as many as you need, for different types of engagements, and set whichever one you use most often as the default.

Will my variables show up correctly to the client?
Yes — variables like the client's name or the project value are filled in automatically when the quote is generated.

Does changing a template affect quotes I've already sent?
No — each quote keeps a copy of the terms as they were when it was created.