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Create Custom Contract Terms

How to add custom contract terms to your Templates

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Written by Help Center
Updated this week

As a Wethos Pro ⚡️ user, you have unlimited access to save contract term templates that you create or from the Wethos library of contract terms that are needed for your studio. By adding contract terms to your Templates, you can easily quick-add them into your proposals. Let’s get started with a step-by-step on how you can create your personal contract term Templates!

Where can you create custom contract terms?

  • My Templates

  • Proposal Builder


Access Your Templates

To view any existing contract terms you may have already added to your templates, click the “My Templates” page, found on the left side navigation menu. Select the “contract terms” tab on the top of the My Templates page to view and edit any previously saved terms.

Adding a Contract Term to “My Templates”

Like services, contract terms that are added to your Templates can be easily added to the proposals that you are building.

If this is your first contract term in your Templates, you’ll be prompted to “add your first contract term”. You can either create one from scratch or choose from Wethos’ Contract Term Templates Library. You also have the option to use our new AI contract term generator to help save you time and give you confidence that you are providing your client with comprehensive and professional contract terms tailored to your specific project needs.

Keep in mind that in order to add or save a contract term, you will need to be a Wethos Pro subscriber.

Screenshot of how to create contract terms from the My templates library on a Wethos account

If you are just getting started and need some help, we made it easy for you to add some of the most popular contract terms tailored to your business. Simply select "save these templates" and edit them to your needs.

If you want to create a more personalized contract term that fits the needs of your business, then select the “From Scratch” option and get started.

If you are looking to get an AI-generated contract term, select the “Generate with AI” option and you will see a popup to add the details of what you are looking for. Once you are ready, select “generate” and BOOM, you have a fully customizable contract term to add to your library.

Using Wethos AI contract term generator to create new contract terms

Once you’ve added all the details for your contract terms, click anywhere outside to save the changes and the contract term will be added to your templates for future use.

If you need to make changes to a contract term that you've previously added to your Templates, simply navigate to your Contract Terms Templates and select the term you want to edit. Hover over the term to open up the editing options, where you can update the details of the term as needed.


Adding your contract terms from within your Proposal Builder

Within your Proposal Builder, you can easily add any saved contract terms from the templates library, create one from scratch, or use the AI contract term generator to add new contract terms to your project’s proposal.

Scroll down to the Contract Terms section of the proposal builder and toggle on the contract terms section.

Screenshot from the Wethos proposal builder and how to create a new contract term from scratch, with Wethos AI generator, or with a template

Once you've selected the best option for you, you can save your contract term to your proposal and if you want to include it in your templates for easier access in future projects, you can do so by choosing the "add to my templates" option.

Screenshot of the contract term draft within the proposal builder and the option to add to your templates

If you select the “Add from Library” option, this will open up your Contract Terms Templates within the proposal builder. You'll be able to choose between using Wethos Templates or any terms you've saved to your Templates. If you’re a Wethos Starter user, you’ll only be able to create new terms from scratch and add them to your proposal.

Screenshot of how to add contract terms from Templates

Once you've located the contract term you want to add, simply select the plus sign next to it and the term will automatically be added to your proposal.

Screenshot of how to add contract terms from Templates

If you select the “Generate with AI” option, this will open up the contract terms AI generator and you can add the details you would like to see added to your contract term for our AI tool to build you a comprehensive and professional contract term. Once you are ready, select generate and you can edit any details that the AI generator provides you. Select save changes and you are all set with your brand new contract term.

using the Wethos AI contract term generator to create new contract terms

Don’t forget that you can add any AI-generated or custom contract terms directly in your Contract Terms Templates before or after adding them to your proposals. That way, you can easily access and reuse them in future projects without the need to recreate them each time.

Screenshot of how to add contract terms from the proposal builder to your templates

It's important to note that, unlike services, any custom contract terms that you create from within the proposal builder will not be saved to your Templates. This means that if you want to use the same contract term in a future project, you'll need to recreate it from scratch again.

To avoid this, it's a good practice to create any custom contract terms directly in your Contract Terms Templates before adding them to your proposals. That way, you can easily access and reuse them in future projects without the need to recreate them each time.

Still have questions? We're happy to help!

Contact us at [email protected].

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