Contract templates

Create the contract text with customer variables, generate a draft with AI, preview it as a PDF and set the default payment condition.

A contract template is the base text of the contract. When sending for signature, Notfy replaces the variables (such as the customer’s name) with the actual data.

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When to use

Whenever you will send the same type of contract more than once, such as service agreements, purchase and sale or NDAs.

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Before you start

Have the ZapSign integration active: the template’s Signature Integration field is required.

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Create a template

1. Open the list

   Go to Registrations → Templates → Contract Templates and click to create a new one.

2. Fill in the Template Settings tab

   Enter Template Name and confirm the Signature Integration.

3. Write the contract

   Write the text in Contract Content (Markdown). For a freer editor, turn on Use Visual Editor (HTML) and write in Contract Content (HTML).

4. Insert variables

   In the Quick Variables field, choose a variable to insert it into the text (see the table below).

5. Define the payment (optional)

   In the Payment Configuration tab, set the contract’s default condition. See Payment plans.

6. Preview and save

   When editing, use View PDF to see the contract with sample data. Save.

When switching between the Markdown and HTML editors, the text is not converted automatically.

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Available variables

Group	Variables
Customer data	Customer Name, Document, Email, Phone, WhatsApp, Birth Date, Notes
Address	ZIP Code, Street, Number, Complement, Neighborhood, City, State
Contract	Current Date, Due Day, Contract Term, Contract Value, Payment Terms

In the list, variables are inserted in the double-brace format, for example {{CUSTOMER_NAME}}. Some segments, such as legal, offer additional variables.

In the preview, variables without a sample value appear in brackets, such as “[NAME]”. On the actual sending, they receive the value entered in the wizard.

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Generate a draft with AI

On the creation screen, click Generate with AI and fill in:

Field	What to enter
Contract Type / Purpose	Example: IT Services Agreement, Commercial Lease, NDA.
Legal Rigor	Highly Formal, Standard or Simplified.
Mandatory Special Clauses	Each clause that must be included (Enter to add).
Context and Main Obligations	Subject matter, obligations of each party and payment terms.
Additional Variables	Extra keys for the AI to leave as variables in the text.

The generated text fills in the content for you to review.

The AI-generated draft does not replace review by a legal professional. Read and adjust before using.

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Template list

Column	Content
Template Name	Name of the template.
Type	Markdown or Remote Template (published on ZapSign).
Remote ID	Identifier on ZapSign, when there is one.
Integration and Created At	Source and date.

Row actions: Edit, View PDF, Remove from Integration (for remote templates; keeps the local text) and Delete. The trash filter recovers deleted templates.

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Frequently asked questions

Does changing a template change contracts already sent?

No. Documents already sent for signature are not changed.

The variable appeared literally in the contract.

Check that it was written exactly as in the variables list, with the double braces and in uppercase. Use Quick Variables to insert it without errors.

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Related pages

Send for signature

Use the template in a contract.

Payment plans

Payment terms of the contract.