Contract Template
Overview
Contract Template — Business Overview
Contract Template is a standardized document used in Dafater to define the structure and wording of contracts before they are issued to customers, partners, or vendors. It acts as a reusable blueprint that ensures all contracts follow approved business terms, branding, and legal language, reducing errors and saving time.
What Contract Template Is Used For
In daily business operations, Contract Template is used to:
- Create consistent and professional contracts across the organization
- Ensure approved terms, clauses, and conditions are always applied
- Speed up contract preparation during sales, partnerships, or service engagements
- Reduce legal and commercial risks caused by inconsistent wording
Instead of drafting contracts from scratch each time, teams select a Contract Template and use it as the foundation for formal agreements.
Prerequisites and Setup Requirements
Before using Contract Template effectively, the business should:
- Define standard contract formats approved by management or legal teams
- Agree on common terms and clauses for different business scenarios
- Identify when different templates are needed (for example, sales, service, or partnership contracts)
- Ensure branding and language guidelines are finalized
This preparation ensures Contract Template reflects official business policies and compliance requirements.
Typical Workflow and Business Process Fit
Template Creation
A Contract Template is created with standardized wording and structure for a specific business purpose.Internal Review and Approval
The template is reviewed and approved by relevant stakeholders to ensure accuracy and compliance.Contract Generation
When a new deal or agreement is required, the appropriate Contract Template is selected.Customization and Finalization
Business-specific details such as customer information and dates are added before sending the contract for signing.Ongoing Reuse
The same Contract Template can be reused across multiple deals, ensuring consistency and efficiency.
This workflow helps integrate contract management smoothly into sales and relationship management activities.
Key Business Scenarios Where Contract Template Is Essential
- Sales Agreements: Standardizing customer contracts to close deals faster
- Service Contracts: Ensuring consistent service terms and obligations
- Partnership Agreements: Applying approved partnership clauses every time
- Renewals and Extensions: Quickly reusing templates for recurring contracts
- Multi-branch Operations: Maintaining uniform contract language across locations
In all these scenarios, Contract Template protects the business from inconsistency and misunderstandings.
Important Considerations for Users
- Always use the correct Contract Template for the specific business situation
- Avoid changing core wording unless officially approved
- Review templates regularly to reflect policy or regulatory updates
- Ensure users understand when to use each template
- Keep templates clear, simple, and aligned with business objectives
By using Contract Template properly, organizations using Dafater can improve contract quality, reduce risks, and accelerate their business operations.
Basic Information
- Module: CRM
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | - | Template name for Dafater contract agreements | |
| contract_terms | Contract Terms and Conditions | Text Editor | - | Standard Dafater contract clauses and legal conditions | |
| requires_fulfilment | Requires Fulfilment | Check | - | Indicates whether Dafater contract requires fulfilment tracking | |
| fulfilment_terms | Fulfilment Terms and Conditions | Table | Contract Template Fulfilment Terms | Defines fulfilment milestones and conditions for Dafater contracts | |
| contracttemplatehelp | Contract Template Help | HTML | Contract Template Example, ,Cont... |
Guidance and examples for creating Dafater contract templates |
Child Tables
Fulfilment Terms and Conditions (Contract Template Fulfilment Terms)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| requirement | Requirement | Data | - | Specific obligation to be fulfilled within Dafater contract |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Purchase Manager | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| HR Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Contract | Linked from | CRM |