Contract templates are reusable versions of the agreements you send clients. Draft once, reuse forever.
Where to create one
Contracts → Templates → New template.
Building a template
The editor is a rich text area where you write your contract. You can:
- Format with bold, italic, headings, lists.
- Insert placeholders that auto-fill when the contract is sent.
- Link to external policies (cancellation, privacy, etc.).
Placeholders
Placeholders let a single template work for every client. Available placeholders:
| Placeholder | What it becomes |
|---|---|
{{client_name}} | The client's full name |
{{cp_name}} | Your display name |
{{cp_title}} | Your professional title |
{{total_fee}} | The total fee you set when sending |
{{date}} | The date the contract is signed |
Type them inline in your contract body — e.g., "This agreement is between and , signed on ."
When you send the contract, Cradled replaces every {{placeholder}} with the real value before the client sees it.
Active vs. draft status
Templates can be Draft (hidden from the send-contract flow) or Active (available when sending). Toggle status from the template list.
Use draft status for templates you're still writing or seasonal versions you're not currently using.
Duplicating a template
Click Duplicate on any template to make a copy. Useful when you want to create a variant — e.g., a shorter version for add-on services that reuses most of your main contract's language.
Editing a template
Edits don't affect contracts you've already sent. Each sent contract snapshots the template at the time of sending.
Deleting a template
You can delete a template without affecting contracts you've already sent — those keep their snapshotted copy. You cannot delete a template that's actively in a draft contract though; first send or cancel the draft.