Templates
Reusable templates for the contracts and proposals you send most. Save any existing document as a template, or start from one of the built-ins.
TL;DR
Save an existing document as a template, or start from a built-in. Use variables for the parts that change between clients. Some can be filled by the client when they sign. Templates speed up the second invoice, the third contract, the tenth proposal.
Built-in starters
Accordio ships with starter templates for common engagements: a general freelance service agreement, web development, design services, consulting, photography, content creation, marketing services, and an NDA. Edit them to match your terms, then save.
Creating your own
Easiest path: open any existing contract, click the menu, choose Save as template, name it, and pick a category.
From scratch: go to Templates, click New template, write the content, drop variables in for anything that changes per client.
Variables
Placeholders that auto-fill when the template is used. Built-ins include {{client_name}}, {{client_company}}, {{client_email}}, {{your_name}}, {{your_company}}, {{total_amount}}, {{today_date}}, and {{project_name}}.
Custom variables work too. Anything you want to fill per project, like {{project_deadline}} or {{hourly_rate}}.
Client-fillable
Mark a variable as client-fillable and it shows up as a form field when the client opens the contract to sign. Good for billing addresses, tax IDs, VAT numbers, or PO numbers you don't have ahead of time.
Using a template
- Click New contract from your dashboard.
- Choose Start from template.
- Pick the template.
- Review and fill any variables that don't auto-resolve.
- Edit anything else if needed, then send.
Managing templates
From the Templates page you can edit, duplicate, delete, and categorize. Once a contract is created from a template, editing the template doesn't affect existing contracts. They're independent after creation.
Keep them lean
Use your preferred LLM
Open these docs in ChatGPT, Claude, Gemini, Grok, or Perplexity.
Opens your LLM with this page prefilled as a prompt. The prompt is also copied to your clipboard as a fallback.