Copying and pasting client data from spreadsheets into Word or PDF documents is one of the riskiest routines in an events company. A typo in an installment amount, in the celebration date or in the clients’ names can create draining rework and serious legal exposure.

The Contract Templates module was built to turn drafting legal documents into a fast, professional and fully automated flow inside the platform.

What changes in practice

• Smart dynamic variables. Insert tags such as {{nome_cliente}}, {{data_evento}}, {{valor_total}} and {{cronograma_parcelas}} straight into the body of the text so the system pulls the data from the event record.

• Standard template library. Save different contract types (full advisory, day-of coordination, decor production, venue rental) and use them as a base for any new client.

• Generate and preview in seconds. See the final document formatted with your brand’s visual identity before sending it to the client.

• Version history linked to the event. Every generated contract is stored securely in the documents tab of the matching event.

Why this matters

How quickly you send the proposal and the contract is one of the biggest factors in closing new business faster. By removing manual document formatting, you get hours back in your week and project impeccable technical polish to your clients.

Less time on paperwork means more energy to delight couples and hosts during planning.

💡 How to use it: In the main menu, open the Contracts & Documents tab, click Manage Templates and create your first reusable template with automatic tags.