> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# 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.

## When to use

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

## Before you start

Have the [ZapSign](https://docs.notfy.ai/en/contratos/configurar-zapsign.md) integration active: the template's **Signature Integration** field is required.

## 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](https://docs.notfy.ai/en/contratos/planos-de-pagamento.md).

**6. Preview and save**

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

> [!WARNING]
>
> When switching between the Markdown and HTML editors, the text is **not converted** automatically.

## 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.

> [!NOTE]
>
> 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.

## 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.

> [!WARNING]
>
> The AI-generated draft does not replace review by a legal professional. Read and adjust before using.

## 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.

## Frequently asked questions

> [accordion] Does changing a template change contracts already sent?
>
> No. Documents already sent for signature are not changed.

> [accordion] 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.

## Related pages

> [card] [Send for signature](https://docs.notfy.ai/en/contratos/enviar-para-assinatura.md)
>
> Use the template in a contract.

> [card] [Payment plans](https://docs.notfy.ai/en/contratos/planos-de-pagamento.md)
>
> Payment terms of the contract.


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