Templates

Name: Accordio
Rating: 4.8 (150 reviews)

Save time by creating reusable templates for contracts you send frequently. Templates can include variables that auto-fill with client information.

TL;DR

Templates let you reuse contract structures with smart variables that auto-fill. Start from starter templates or create your own.

Starter Templates

Accordio includes professionally crafted starter templates for common freelance work:

Freelance Service Agreement: General services contract
Web Development Contract: Website and app development
Design Services Agreement: Graphic and UI/UX design
Consulting Agreement: Professional consulting services
Photography Contract: Photo shoots and licensing
Content Creation Agreement: Writing and content work
Marketing Services Contract: Marketing and advertising
NDA (Non-Disclosure Agreement): Confidentiality protection

Customize starter templates

Starter templates are a great starting point. Edit them to match your specific services, pricing, and terms.

Creating Your Own Templates

From an Existing Contract

The easiest way to create a template is to save an existing contract:

1Open any contract you want to reuse
2Click the menu (•••) button
3Select "Save as Template"
4Give your template a name and description
5Choose a category for organization

From Scratch

Create a new template directly from the Templates page:

1Go to Templates in your dashboard
2Click "New Template"
3Write your contract content
4Add variables for dynamic fields
5Save your template

Template Variables

Variables are placeholders that automatically fill in when you use a template. This saves you from manually editing the same fields in every contract.

Built-in Variables

These variables auto-fill from your profile and client information:

Variable	Fills With
`{{client_name}}`	Client's full name
`{{client_company}}`	Client's company name
`{{client_email}}`	Client's email address
`{{your_name}}`	Your full name
`{{your_company}}`	Your business name
`{{total_amount}}`	Contract total value
`{{today_date}}`	Current date
`{{project_name}}`	Project or contract title

Custom Variables

Create your own variables for anything you want to fill in per contract:

{{project_deadline}} - When the project ends
{{hourly_rate}} - Your rate for this project
{{revision_rounds}} - Number of revisions included

Client-Fillable Variables

Some information you might want the client to provide when they sign. Create client-fillable variables for:

Client's billing address
Client's tax ID or VAT number
Emergency contact information
Preferred communication method

Client-fillable variables appear as form fields when the client opens the contract to sign.

Using Templates

1Click "New Contract" from your dashboard
2Select "Start from template"
3Choose your template
4Review and fill in any variables
5Customize further if needed

Managing Templates

From the Templates page, you can:

Edit: Update your template content
Duplicate: Create a copy to modify
Delete: Remove templates you no longer need
Categorize: Organize by type of work

Template changes

Editing a template doesn't affect contracts already created from it. Each contract is independent after creation.

Best Practices

Keep templates generic: Use variables for anything that changes between clients
Use descriptive names: "Web Development - Monthly Retainer" is better than "Template 1"
Review periodically: Update templates as your services or terms change
Create variations: Have templates for different project sizes or client types
Include standard clauses: Payment terms, IP rights, termination policies

Invoices

Clients