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Using sections of Bonsai's contract templates
Using sections of Bonsai's contract templates

Learn more about leveraging sections of our preset contract templates for your custom contacts.

Updated over 2 weeks ago

In this article, learn more about the contract templates that we offer and how to use sections of them for your own contracts.

How to use contract templates

Get started by heading over to your Contracts page by accessing Client Management > Contracts within the navigation bar.

To use one of our 100+ preset contract templates, create a new contract using the steps outlined in Creating completely custom contracts.

When creating the contract, ensure that the template is selected by using the dropdown menu under 'Template'. You'll notice that the template name indicates if it is editable or standardized.

To make a standardized contract editable, follow the steps outlined in the article on How to edit your contract template.

Once a contract has been created, you can copy and paste sections from the template to your own contract.

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