Overview
Use the Document Template Manager to control how your documents look when you email, print, or export them. The templates are built from drag-and-drop components that pull live data from your ServiceTitan account. This article describes the components available specifically for the Contract template.
Who uses this feature
Administrators and accountants
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Template types and components overview
Template types define which kind of document you're building—for example, an invoice or estimate. Components are the individual building blocks you place on that template.
Template types
Template types define the overall layout for different documents in ServiceTitan—Invoice, Estimate, Service Agreement, Proposal and so on. Each template type controls what kind of information is available and when that document is used with your customers.
Components
Components are the building blocks you drag onto a template—such as headers, totals, or signatures. Each component has its own settings where you decide what type of information it shows and how it appears on the final document.
Proposal template components
Create a proposal template, and then drag any of these components onto your design and rearrange them as needed. Use this list as a reference when deciding which components to include on your Contract template.
Columns: Lets you organize other components into one or more side-by-side columns and control their background, padding, and borders.
Attachments: Adds attached files—such as PDFs or images—to the proposal so customers can review supporting documents.
Auth Signature: Adds a signature block on the proposal so the customer can sign and formally accept the offer.
Divider: Adds a horizontal line to visually separate sections of the invoice.
Heading: Adds a section title or label with larger, styled text to clearly break up sections.
Text: Adds a free-form text box where you can type and format your own content.
Image: Shows an uploaded image—such as a badge, photo, or icon—and can optionally act as a hyperlink when clicked.
Billed To Location: Shows the billed-to location from the customer record, including location name, address, phone number, and email.
BU Logo: Displays the business unit (BU) logo so you can brand the proposal with the correct BU.
Contract Information: Shows key contract-related details from the estimate as name–value pairs—for example, contract name and value.
Estimate ID: Shows the estimate identifier, including a label and the estimate ID from the estimate record.
Estimate Options: Shows proposal options from the estimate—option type, name, images, and item breakdown. You can choose whether to show service, equipment, and material tables, item groups, prices, quantities, and totals.
Item Groups: Shows item groups from the estimate, including main item and sub-items, group name and description, images, quantities, prices, and totals for each group and its items.
Job Information: Shows job details linked to the proposal, such as customer name, job number, Business Unit, job type, job address, and job summary.
Logo: Displays a standalone image—such as a company or program logo—with configurable size and alignment.
Page Break: Inserts a manual page break so content after it starts on a new page when printed or exported.
Payment Information: Shows how the customer will pay for the proposal, including purchase price, deposit amount, remaining balance, and the forms of payment for deposit and balance.
