In an AI-native Deal Room template you can curate the set of contract templates that will be available to senders when they create a Deal Room from this template. Adding contract templates here means senders do not need to search for them later, and reduces the risk of someone sending the wrong document type.
Note: This is part of the AI-native Deal Room experience. If your entity has not opted in to the upgraded experience, the Contracts area of a Deal Room template looks different. See AI-native Deal Rooms for an overview.
Open the Contracts area of a Deal Room template
Open the Deal Room template you want to edit. In the left side navigation, select Contracts. The Contracts page shows the contract templates currently available to senders in any Deal Room created from this template.
Add a contract template
Click Add contract template at the top of the Contracts page.
In the modal that opens, find the contract template you want to add. Recently used templates appear at the top, and a search field lets you filter the full list.
Each template shows how many times it has been used and when it was last edited, which helps you pick the right one.
Select the template to add it to the Deal Room template.
Edit a contract template
Each contract template card on the Contracts page shows the contract name, the last updated date, and an Edit template button. Click Edit template to open the underlying contract template in the editor. Changes you make there apply wherever the template is used, not just in this Deal Room template.
Reorder or remove a contract template
The three-dot menu on each contract template card has three actions:
Edit template: open the underlying contract template in the editor. Same effect as the Edit template button on the card.
Change order: reorder the contract templates so the most important ones appear first to senders inside the Deal Room.
Remove: remove the contract template from this Deal Room template. The underlying contract template itself is not deleted, only removed from this room template.
What senders see
When a Deal Room is created from this template, the Contracts area in the published room will show the contract templates you added here, ready to be sent. Each one will appear with a Use template action that opens the contract send flow. See Send a contract from an AI-native Deal Room for details on the sender experience.
Pro-tip: Use the Functionality tab in the template Settings to toggle the entire Contracts tab on or off for rooms created from this template.