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.
For additional support with contract templates, get in touch with Bonsai's Support team at support@hellobonsai.com.