Create and import a contract
Write contracts in the editor, create them from templates or take over existing contracts.
Write a contract
Choose New contract → Blank in the editor or From template.
Enter the title, type and the Counterparty: a billing customer, a lead or freely entered data. Name, email address and postal address are adopted as a snapshot.
Write the text. Headings begin with # or ## , bullet lists with - , and a blank line separates paragraphs. Placeholders such as {{Partei}}, {{Beginn}} or {{Organisation}} are filled in by the system; custom fields such as {{Leistung}} are asked for by the editor. On the right you see the PDF preview on your organisation's letterhead.
Enter term, notice period, automatic renewal, value and project. Save the contract as a draft or send it for signature.
After sending, the content is fixed. For changes you create an Amendment.
Import an existing contract
Choose New contract → Import existing contract and upload the PDF (up to 20 MB). Then you decide:
- Send for signature: The PDF is filed as a draft and can be signed through the system.
- Already signed – just file it: You enter the closing date and the names of the signatories. The contract counts as ‘Signed externally’ and sits in Contracts with its deadlines.