Custom contract types let you define the contract categories your business actually uses, such as NDAs, purchase orders, partner agreements, or employment agreements. As an entity admin, you create the types, attach the custom data fields that matter for each one, and assign types to templates.
The structure gives you consistent categorization across every contract, the ability to filter and report by contract type, and a way to capture the right data for each kind of agreement. Sales reps do not need to configure anything. The type follows the template they choose, and any required fields are collected before the contract goes out.
If you use the AI Contract Management add-on, contract types also tell the AI what to look for. Instead of extracting every possible field from every contract, the AI extracts only the fields attached to that specific contract type.
Note: Only entity admins can create and manage contract types.
How to set up custom contract types
All configuration is managed in the Workflows settings section. This is the same page where you manage room types and custom data fields.
Step 1: Create a contract type
Go to the Workflows settings section.
In the Contract types section, create a new type.
Give it a name, for example NDA, Purchase order, or Employment agreement.
Add a description explaining what this type covers.
Save the contract type.
The display name can be up to 200 characters. Each type also gets a key, generated automatically from the display name, which is limited to 50 characters. You can use this key in integrations and automations.
Note: You can create up to 20 contract types per entity. The four existing types (Sales, HR, Other, and Non-signable) count toward this limit.
Step 2: Attach custom data fields
Custom data fields let you capture the information that matters for each kind of contract. A purchase order might need payment terms and delivery date. An employment agreement might need annual salary, employment type, and start date.
Open the contract type's settings in the Workflows section.
Select the custom data fields you want to attach to this type.
For each field, decide whether it should be required.
Save your changes.
Fields can be set in two ways:
Required: the rep must fill the field in manually during the create flow, before the contract can be sent.
Not required (default): the rep can fill the field in, but does not have to. If it is left blank and you have the AI Contract Management add-on, the AI fills it in automatically after signature.
Custom data fields are shared across GetAccept, so the same field can be attached to more than one contract type, and to room types as well. All standard field types are supported, including text, number, yes/no, and set values. There is no limit on how many fields you can attach to a type.
Pro-tip: Only mark a field as required if the rep genuinely knows the answer when creating the contract. Information that only becomes clear later should stay optional, so it does not block the create flow.
Step 3: Assign contract types to templates
Assigning a type to a template means every contract created from that template starts with the right type already selected.
Open the template.
Click the (...) button in the top right corner.
Select a type from the Document type dropdown.
Save the template.
Each template can be assigned one contract type. Templates can also be left without a type.
This also applies when your team works from a CRM. The type lives on the template, so a contract created from that template in the CRM inherits the type and follows the same workflow.
Step 4: Edit, deactivate, or delete a contract type
Contract types can be edited, set to inactive, or deleted from the Workflows settings section. You can rename a type, update its description, and add or remove custom data fields at any time.
Editing or deleting a type does not affect contracts that already use it. Those contracts keep the type and the field values they already had.
Setting a type to inactive keeps it on existing contracts but stops it appearing as an option for new ones. This is the safer choice when you want to retire a type without removing it entirely.
Note: Sales and Non-signable cannot be deleted or set to inactive.
What happens to your existing contract types
The four original types (Sales, HR, Other, and Non-signable) are migrated automatically. No action is needed from you, and new entities are created with all four available by default.
After migration they behave like any other contract type. You can rename them, update them, and attach custom data fields to them. Contracts signed before the release keep the type they already had.
Note on Non-signable: this type no longer controls whether a contract can be signed. It is now a label like any other. Signing is controlled per contract instead, either while creating the contract or afterwards, as long as no signature field has been added yet.
How contract types work with AI Contract Management
This section applies if you have the AI Contract Management add-on.
After a contract is signed, the AI reads it and fills in any custom data fields that were left blank. It extracts only the fields attached to that contract type, not every field defined in your entity.
This makes extraction more accurate. When the AI looks for terms that reliably appear in that kind of contract, there is less uncertainty in the result, which means higher confidence scores and less manual review for your team.
Fields the rep filled in manually are never overwritten.
Note: AI extraction requires the AI Contract Management add-on. Without it, contract types still work for categorization, required fields, filtering, and reporting, but fields are not filled in automatically after signature.
How reps use contract types
Reps do not need to set anything up.
Every contract has a type. When a rep creates a contract from a template, it inherits the template's type automatically. If the template has no type, Sales is preselected by default.
If a contract type has required fields attached, the rep is prompted to fill them in during the create flow, before the contract can be sent.
Change the contract type on a contract
The type can be changed while a contract is still a draft, and again after it has been signed. It cannot be changed while the contract is out for signature.
On a single contract draft
Open the contract from the Documents page.
Click the (...) button in the top right corner.
Go to Settings.
Choose a different type from the Document type dropdown.
On a single signed contract
Open the contract from the Contract management page.
Open the Settings tab and choose a different type from the Contract type dropdown.
On several signed contracts at once
In Contract Management, select the contracts you want to change, click Edit, choose a type from the Contract type dropdown, and save.
When uploading existing contracts
When you import a contract into Contract Management, the upload modal includes a type dropdown for each file, so you can set the right type as the contracts come in.
When you change the type, the data fields belonging to the new type are added to the contract. Fields that came from the previous type stay on the contract, including whether they were required. If a field belongs to both types, its value is kept and its required setting updates to match the new type.
Filter and report by contract type
Once your types are in place, you can filter by contract type across the Contracts module:
Dashboard
Dealboard
Documents
Contract Management
Reports
By default, every page includes all contract types. Use the All contract types filter at the top of the page to narrow the view to a single type.
The Content Library can be filtered by contract type too, which makes it easier to find the templates set up for a given type.
Languages and translations
Contract types can be translated, in the same way as room types and custom data fields.
Limitations
The type cannot be changed while a contract is out for signature. You can set and change it on a draft, and change it again after signing, but not in between.
20 types per entity. This includes Sales, HR, Other, and Non-signable.
Sales and Non-signable cannot be removed or set to inactive.
One type per template. A template cannot be assigned to more than one contract type.
Admin-only configuration. Only entity admins can create and manage contract types.
AI extraction requires the add-on. Contract types work without AI Contract Management, but fields are not filled in automatically after signature.
The type is not shown in the contract details side panel. It is changed from the last tab of the document settings.
No automatic type detection on upload. When uploading an existing contract, the type is selected manually.
Frequently asked questions
Do I have to assign a type to every contract?
Yes. Every contract has a type. If the template has no type assigned, Sales is preselected by default.
When can I change a contract's type?
While the contract is still a draft, and again after it has been signed. The type cannot be changed while the contract is out for signature.
What happens to the fields when I change the type?
The fields belonging to the new type are added. Fields from the previous type stay on the contract, including whether they were required. If a field belongs to both types, its value is kept and its required setting updates to match the new type.
What happens to my existing Sales, HR, Other, and Non-signable contracts?
They keep their type. The four original types are migrated automatically and then behave like any other contract type.
Does Non-signable still prevent signing?
No. It is a label like any other now. Signing is controlled per contract, either at creation or afterwards, as long as no signature field has been added.
Can I edit or delete a contract type that is already in use?
Yes. Editing or deleting a type does not affect contracts that already use it. If you want to retire a type without removing it, set it to inactive instead.
Can the same custom data field be used on more than one contract type?
Yes. Custom data fields are shared, so you can attach the same field to several contract types, and to room types as well.
What is the difference between a required and a non-required field?
Required fields must be filled in by the rep before the contract can be sent. Non-required fields are optional, and if you have AI Contract Management, the AI fills them in automatically after signature.
I added a new field to a contract type. Why is it missing on older contracts?
New fields only apply to contracts created after the change. To add the field to an existing contract, switch the contract to a different type and back again, which creates the missing field rows. Then use Re-analyze with AI in the contract details panel. That button only fills fields that are already on the contract and currently empty.
Do I need AI Contract Management to use contract types?
No. Contract types work without it for categorization, required fields, filtering, and reporting. The add-on is what enables automatic extraction after signature.
Will the AI extract every custom data field my entity has?
No. It extracts only the fields attached to that specific contract type.
Can I use contract types in integrations?
Yes. Each contract type has a key, generated automatically from the display name, that you can use in integrations and automations.