Managing Templates & Clauses
Rentablez uses a modular approach to contracts. You build Clauses first, then combine them into Templates.
1. Clause Library
Navigate to Contracts → Clause Library.
Creating a Clause
- Click Add Clause.
- Title: e.g., “Payment Terms”.
- Content: Enter the full legal text. You can use placeholders like
{{Customer_Name}}or{{Total_Amount}}which fill automatically. - Category: Tag it (e.g., “Financial,” “Liability”) for easy sorting.
- Click Save.
2. Templates
Navigate to Contracts → Templates.
A template is a collection of clauses. When you generate a contract, you are essentially printing a copy of a template.
Creating a Template
- Click Create Template.
- Name: e.g., “Corporate Video Rental Agreement”.
- Add Clauses: Search and select clauses from your library.
- Reorder: Drag and drop clauses to determine their order in the final PDF.
- Save Template.
Pro Tip: Update a clause in the library, and it updates in all future contracts generated from templates using that clause. Existing signed contracts remain unchanged.