Setting up your contract templates
Write your standard terms once so every contract fills itself in.
Settings → Contracts holds the terms you’d otherwise retype on every project. Fill this in once and Billow drafts each contract for you.
Two templates
You get a separate template for fixed fee and retainer work, since the payment terms differ.
Both are rich-text editors. Type { anywhere to insert a variable like the account’s name, the project title, your payment terms, or your tax rates. Billow fills those in from the project when the contract is generated.
If you run a second tax line, tax2_rate sits alongside the primary rate.
Standard values
The cards below the templates hold the numbers your templates refer to:
Section | What you set |
|---|---|
Performance of services | Your communication tool, response time, phone number |
Remuneration and invoicing | Hourly rate, monthly hours, payment terms in days (default 30) |
Confidentiality | How many months it runs (default 6) |
Non-compete | Months, if you use one |
Termination | Notice period in weeks (default 4) |
Jurisdiction | The city and country whose law applies |
None of these are mandatory. Fill in what your templates actually use.
When these settings take effect
A project takes a copy of these settings the first time you open its contract step. From then on that project has its own snapshot.
Editing your defaults changes future projects. Projects already underway keep the terms they captured.
If you need to change a project already in flight, edit the contract on the project itself.
Using them
See Contracts and signatures for how signing works.
