Create and Manage Contract Templates

Write a reusable contract, preview how it will look on desktop and mobile, set it as your default, and archive or delete it.

WAWritten by Wendor Admin

Templates > Contracts

The Contracts tab is your library of reusable contract templates. One of them is your default - the one Wendor reaches for when you send a contract from any booking. From here you can create new contracts, set a default, preview them on desktop and mobile, archive ones you no longer use, and delete ones you don't need.

Create a contract template

  1. Open Templates from the left-hand navigation and click the Contracts tab.
Templates page with the Contracts tab open, showing the list of contract templates with Status filter, search, and Create Contract button
The Contracts tab - your contract template library.
  1. Click Create Contract in the top-right.
Create Contract button in the top-right of the Contracts tab
Create Contract opens a blank contract form.
  1. Fill in the form (fields below) and click Save.
Create Contract form with Template Name field and a rich-text Contract Details editor
The Create Contract form - name + rich-text details with @ merge fields.

Fields

  • Template Name (required) - up to 100 characters. E.g. "Standard photography contract".
  • Contract Details (required) - rich text, up to 50,000 characters. Use the full editor (bold, lists, links). Type @ anywhere to insert a merge field.

Preview a contract

Click Preview in the page header at any time to see the rendered contract.

  • Toggle between Desktop and Mobile at the top of the modal.
  • Merge fields show as their names - actual data is filled in when you send the contract from a real booking.

Edit an existing contract

  1. From the Contracts list, open the row's Actions menu (⋯) and choose View / Edit.
Actions menu open on a contract row showing View / Edit, Make as Default, Archive, and Delete
The row Actions menu - every per-template action lives here.
  1. Click Edit in the page header.
  2. Update the name or details.
  3. Click Save.

Set a template as the default

The default contract is the one Wendor uses when you click Send Contract on a booking.

  1. Open the row's Actions menu.
  2. Choose Make as Default.

The template now shows a Default badge in the list. The previous default is automatically unmarked - there's always exactly one.

Contract row with a green 'Default' badge next to the template name
The Default badge marks the contract Wendor sends automatically.

Archive (and unarchive)

Archived contracts disappear from the picker when sending contracts, but stay in your library.

  1. Open the row's Actions menu.
  2. Choose Archive (or Unarchive to bring one back). Use the Status filter at the top of the table to find archived items.
Status filter dropdown at the top of the Contracts table set to Archived
Switch the Status filter to Archived to see archived contracts.

Delete a contract template

Deletion is permanent.

  1. Open the row's Actions menu and choose Delete.
Contract row Actions menu open with the Delete option highlighted
Delete sits at the bottom of the row Actions menu.
  1. In the confirmation dialog ("Are you sure you want to permanently delete this contract template? This action cannot be undone."), click Delete to confirm.
Delete confirmation dialog asking 'Are you sure you want to permanently delete this contract template? This action cannot be undone.' with Cancel and Delete buttons
Deletion is permanent - confirm to proceed.