---
title: "Create a contract template in Template Manager"
slug: "create-a-contract-template-in-template-manager"
updated: 2026-06-03T10:50:42Z
published: 2026-06-03T10:50:42Z
canonical: "help.servicetitan.com/create-a-contract-template-in-template-manager"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a contract template in Template Manager

## Overview

In Template Manager, you can build a contract document template from scratch using the built-in editor. Drag and drop components onto the canvas, define how they look, and add calculated fields and conditional logic to build contracts that automatically adapt their content based on job data at generation time.

[KB - Create a Contract Template in Template Manager Video](https://fast.wistia.net/embed/iframe/4s1w93p9yy?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- You must have *Contracts* enabled to use this feature as these templates are only available for contracts.

## Things to know

- When a template is saved and published, you can rename it but you cannot change the template type.
- Pre-designed templates can't be edited. Duplicate a pre-designed template and edit the copy instead.
- Contract templates created in the editor are only available for contract documents.
- For templates built from an uploaded PDF, see [Import your PDF contracts into Template Manager](/v1/docs/import-your-pdf-contracts-into-template-manager).

## Create a contract template

### Step 1: Set up the template type

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D) .
2. In the side panel, click **Operations > Document Templates**.
3. Click **Create Template > New Template**. The *Create template* dialog opens.
4. In the **Template name** field, enter a unique, brief, and descriptive name.

> [!NOTE]
> **Note:** The template name is used to reference the template in downstream flows such as contracts. You can rename it later if needed.
5. For **Template type**, select **Contract** from the dropdown.
6. When finished, click **Confirm**. ![Creating a contract template with a specified name and type in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-53yaa4nw.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)

### Step 2: Set up the template details

In the *Template Details* section, define how the document will look when printed:

- **PDF Header**: Select a header template to display on all pages of generated documents.
- **PDF Footer**: Select a footer template to display on all pages of generated documents.
- **Paper size**: Select the paper size for the document.
- **Page margin**: Set the margins in millimeters (mm).
- **Orientation**: Select **Portrait** or **Landscape**. ![Settings for PDF template details including header, footer, margins, and orientation options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-ecu8d8dv.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)

When finished, click the design canvas area to enter the template editor.

### Step 3: Add components to your template

The template editor has a canvas area on the left and a side panel on the right. Use the side panel to add and configure components.

**To add a component:**

1. In the side panel, click **Content**. A list of available components opens.
2. Drag and drop a component from the panel onto a content block on the canvas (indicated by a blue box). ![Template design interface showing draggable content elements and a placeholder area.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-u68o9e7r.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)

**To customize a placed component:**

1. Click the component on the canvas. Its settings open in the right-side *Content* panel.
2. Configure the component's display options, labels, and appearance as needed.
3. Use the icons at the top of the *Content* panel to **Duplicate** or **Delete** the component.
4. To apply conditional logic to this component, click **+ Add Display Condition** in the *Display Condition* section. For more, see [Apply conditional logic](/v1/docs/create-a-contract-template-in-template-manager#apply-conditional-logic). ![A worker replaces an air conditioner while reviewing HVAC details on a digital interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-mcj8kvzm.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)

### Step 4: Save your template

When finished designing the template, use the options in the top-right corner:

- **Save and Preview**: Download a PDF version of the template to see how it looks when printed.
- **Save Draft**: Save your progress so you can return and continue editing later.
- **Save and Publish**: Save the template and make it immediately available for use. ![Buttons for saving and publishing content with a cursor hovering over an option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-2jq1i8ll.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)

## Add calculated fields

Calculated fields automatically compute a value based on a formula you define, using ServiceTitan data points as inputs. Use them to auto-calculate totals, percentages, or other derived values directly in the document.

1. In the side panel, click **Content**.
2. Drag the **Calculated Field** component onto a content block on the canvas. ![A worker installs a new air conditioner on a building's roof.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-plbggxvu.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)
3. Click the placed component to open its settings in the right-side *Content* panel.
4. Under **Formula**, click **Configure formula**. The *Formula Builder* opens. ![Interface showing a calculated field with options to lock and configure formula.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-xo7p8buo.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)
5. In the *Formula Builder*, build your formula:
  - Under **Data points**, click any field to add it to the formula input.
  - Use the operator buttons (**+**, **-**, *****, **/**, **(**, **)**) to construct the formula.
  - Under **Result type**, select the output format: **Number**, **Currency**, **Percent**, or **Date**.![Formula builder interface showing payment information and calculation options for HVAC services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-balj3mpk.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)
6. (Optional) Click **Show advanced settings** to access the following options:
  - **Rounding mode**: Choose **Round**, **Floor**, or **Ceil**. **Decimal places**: Use the slider to set the number of decimal places displayed.
  - **Thousands separator**: Enable this to display a thousands separator (,) in the result.
  - **Result affixes**: Add a **Prefix** or **Postfix** to the displayed value, for example, a currency symbol or unit label. ![Formula builder interface showing payment information and rounding options for calculations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-1vgb3yqm.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)
7. When your formula is complete, click **Save Formula**.

> [!NOTE]
> **Note:** The Preview area in the Formula Builder uses demo sample data to show how the formula evaluates.
8. (Optional) Click **+ Add Display Condition** to apply conditional logic to this field. For more, see [Apply conditional logic](/v1/docs/create-a-contract-template-in-template-manager#apply-conditional-logic).
9. When finished, click **Save**.

## Apply conditional logic

Conditional logic lets you control whether a component appears in the generated document based on one or more data conditions. Use it to show or hide sections based on job type, business unit, contract value, or other ServiceTitan data points—so one template can handle multiple variations automatically.

1. Select a component on the canvas to open its settings in the right-side *Content* panel.
2. Under *Display Condition*, click **+ Add Display Condition**. The *Conditions* dialog opens. ![A construction worker installs roofing on a building under a bright sky.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-m166c7fg.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)
3. Select **All** to require all conditions to be met, or **Any** to trigger when at least one condition is met.
4. Select whether the component should **Show** or **Hide** when the conditions are true. ![Options for conditions include 'All' or 'Any' for template selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-1pxq99yv.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)
5. Under **Data Type**, select **Data point**.
6. Configure the condition row:
  - **Data Point**: Select the ServiceTitan data point to evaluate, for example, **JobInformation - Job Business Unit**.
  - **Condition**: Select the comparison operator, for example, **Is equal to**.
  - **Value**: Enter the value to compare against.
7. (Optional) To add more conditions, click **+ Add Condition**.
8. When finished, click **Save Changes**. ![Template design interface showing conditions for data points and selection options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-contract-template-in-template-manager---how-to-article-office-employee-audience-image-yutd6p67.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A46%3A29Z&se=2026-11-12T09%3A46%3A29Z&sr=c&sp=r&sig=4JZeKrbk4P0HdUWcSTaaN6t%2B0RNhdwvoTbzT72qc%2FFk%3D)

> [!NOTE]
> **Note:** Each condition must have a data point and a value before you can save. Numeric fields must contain a valid number.

> [!WARNING]
> **Important:** Not all data fields are available for use in conditional logic and calculated fields. The fields that can be used are predefined by the platform. If you do not see a field that you would like to use, please contact your Customer Success Manager (CSM) to submit a request for evaluation and potential inclusion in a future update.

## Want to learn more?

- See [I](https://help.servicetitan.com/how-to/import-your-pdf-contracts-into-template-manager)[mport your PDF contracts into Template Manager](/v1/docs/import-your-pdf-contracts-into-template-manager)
- See [Create a new document template with Template Manager](/v1/docs/create-a-new-document-template-with-template-manager)
- See [Import and Export document templates with Template Manager](/v1/docs/import-and-export-document-templates-with-template-manager)
- See [Copy and customize invoice print templates](/v1/docs/copy-and-customize-invoice-print-templates)