Create and Customize Square Contract Templates
Earlier this year we rolled out Square Contracts—a tool that helps you manage all your important business interactions in one place while offering extra protection from costly disputes.
Now we’re excited to announce the newest feature to this offering: Contract Templates.
What is a Contract Template?
Creating brand-new templates for every single customer interaction takes a lot of time. With our Contract Templates feature, you can create a customized template for each type of engagement and save it to use again and again.
Contract Templates offer lots of customization options, letting you create tailored templates that fit your business needs for any occasion or situation. You can customize pre-existing templates or build your own and save to use again later. So the next time you’re ready to create a contract, you don’t have to start from scratch.
How to create a contract template
Navigate to Contract Templates from your Square Dashboard. To get there from your Dashboard home page, go to Account & Settings > Business > Contract Templates.
You can now choose to create a new template from scratch or customize one based on a pre-existing Square standard template.
Create a custom template from scratch
To create a custom template from scratch, select the New template card under Custom templates.
Name your template and add a description to help you keep track of it on your Dashboard (this is especially useful if you might need several types of custom templates).
Next, add your contract information and select the clauses you want to include in your contract.
Note: You’ll need to include at least one clause before you can save your custom template.
When finished, your saved contract will appear on your Dashboard.
Create a custom template from a predefined template
Creating a custom template based on one of Square’s predefined templates is similar to creating one from scratch. Start by selecting the Square template you want to start with from Standard templates.
Next click on duplicate on the bottom right hand of the screen. This will create a copy of the Square predefined template for you to customize and edit.
Edit the template and contract information to help you keep track of the new template (this is especially useful if you might need several types of custom templates).
You can add, delete, and edit the clauses in your template.
Save your contract when finished.
The next time you log into your Contracts Dashboard, your new custom templates will be available under Custom templates.
Disclaimer: We’re glad to offer you tools to help improve your business. But it’s important to note that Square is not a law firm and this does not constitute legal advice. Square provides these templates to individuals who choose to prepare their own contractual documents for their private use. If you need legal advice as to the accuracy, sufficiency, or enforceability of specific contract terms, you should consult a licensed attorney.