Project contracts and other document templates
🟩 Workshop 10: Creating the project contract for the customer
This text is a guide. What types of text are there?
Leadtime also creates all other project-relevant documents automatically - such as project contracts, NDAs, order processing contracts or price lists. This is made possible by a powerful contract generator that inserts project data using variables and even works with conditions. This creates individual, legally compliant documents - without any manual effort.
Create project contracts in Leadtime
Project contracts are a central element in the collaboration between agency and client - especially for more complex or higher-priced projects. In Leadtime, you can generate such contracts quickly, professionally and error-free directly from the system - including automatic filling with customer data, project-related information and individual contract details.
🧾 Manage contract templates centrally
You can create your reusable contract templates in the "Your company" > Document templates area. These consist of:
- Static text (e.g. legal framework)
- General variables that are automatically filled in from the system, such as
- Name, address and legal form of your organization
- Project name, contact person, creation date
- Customer details (organization, address, contact person)
- Custom variables that you can define yourself, e.g:
#custom.prepayment: Yes / No
#custom.advance payment: percentage value of the advance payment
This separation allows you to standardize your contract content - and still react flexibly to individual requirements.
Dynamic paragraphs with conditions
A particularly powerful feature is the use of condition-based text blocks: You can define in the template that certain sections only appear if a certain variable has a certain value.
Example:
- If
#custom.prepayment is true, a section about the down payment appears.
- In turn, the specific percentage value is entered via
#custom.advance payment.
This enables precise, situation-dependent contract logic without you having to intervene manually each time.
✍️ Create a contract in the project
This is how you proceed:
- Navigate to the relevant project.
- Go to the "Documents" tab and click on "Create Document".
- Select the Custom Editor as the type.
- Select the appropriate project version.
- Click on "Import from template" and select your contract template.
- Now edit the user-defined variables on the right:
Prepayment: YesPayment on account: e.g. 25
- Give the document a title, select a contact person if necessary.
- Select the heading style
: Sequential numbering with § prefix from second level(important, as the numbering must be dynamic!)
- Click on Save & Download.
Leadtime will now create a Word document with clean formatting, paragraph structure and all automatically inserted information.
💡 Note on numbering
As the contract may contain dynamic paragraphs (e.g. due to conditions such as advance payment), static numbering must not be used.
The automatic numbering suitable for this purpose starts from heading level H2, supplemented by a paragraph mark (§). In this way, the numbering remains correct - regardless of whether certain paragraphs are displayed or not.
Why does the numbering only start from H2? Because we need the H1 for the document heading.
This method allows you to create reliable, consistent and flexible contracts - without having to reformat or copy each time.