Contract Template

In this section, we will describe how to create a contract template with dynamic data from the CRM.

CRM Data Placeholder

Open the contract file. Insert placeholders where dynamic text from the backend will be placed.

This is an example of a section in the contract where the salutation, full name, and nationality need to be dynamic. You'll need to add placeholders for these details.

If you need to add a placeholder for a salutation (for example):

Select the text that needs to be replaced.
Click on 'Insert' in the top bar.
Choose 'Quick Parts.'
Select 'Field.'

After selecting Field :

Select the Field name 'Merge Field.'
Type the name of the placeholder (standard placeholders will be defined later).
Click 'OK.'

Perform the same steps for any text placeholder that will receive dynamic from the CRM. These steps include selecting the field name 'Merge Field,' entering the placeholder name (as per the defined standards), and clicking 'OK'.

Image Placeholder

To include an image placeholder in the template, like the 'Unit Design' image URL:

Identify the location in the template where the image should appear.
Click on 'Insert' in the top bar.
Choose 'Quick Parts.'
Select 'Field'.

After selecting Field :

Select the Field name 'Merge Field.'
Enter the name of the placeholder and add an mark '!' before it as an indicator for an image.
Click 'OK.'

Rich Text Placeholder

To include rich text placeholder like content in Finishing Specs.

To include rich text placeholder in the template, like the 'Finishing Specs' image URL:

Identify the location in the template where the image should appear.
Click on 'Insert' in the top bar.
Choose 'Quick Parts.'
Select 'Field'.

After selecting Field:

Select the Field name 'Merge Field.'
Enter the name of the placeholder and add an mark '$' before it as an indicator for an rich text.
Click 'OK.'

Contract Printing Standard Placeholders

Use these standard placeholders when creating a contract template.

Placeholder Name	Description
Today	Referring to the current day
Delivery Date	Referring to the delivery date of the sold unit
Currency	Referring to the currency of any pricing, such as the Egyptian Pound
Customer_Salutation	Referring to the salutation, such as Mr. or Mrs
Customer_Name	Referring to the full name of the customer in Arabic
Customer_NatIdOrPassId	Referring to the customer's national Id or Passport number.
Customer_Nationality	Referring to the customer's nationality, such as Egyptian
Customer_JobTitle	Referring to the customer's job title
Customer_Address	Referring to the customer's address
Customer_Phone	Referring to the customer's home phone number
Customer_Mobile	Referring to the customer's mobile phone
Customer_Email	Referring to the customer's email address
Customer_BusinessPhone	Referring to the customer's business phone
PricingStructure_Total	Referring to the total price of the unit
PricingSheet_RemainingAmount	<<information not exist>>
PricingSheet_RemainingAmountWords	<<information not exist>>
PricingStructure_TotalWords	Referring to the total price of the unit in Arabic words
PricingStructure_ClubAmount	Referring to the price of the club subscription
PricingStructure_ClubAmountWords	Referring to the price of the club subscription in Arabic words
PricingSheet_RemainingAmount	Referring to the price of the remaining amount
PricingSheet_RemainingAmountWords	Referring to the price of the remaining amount in Arabic words
PricingStructure_UnitTotalWithFinishing	Referring to the price of the unit with half finishing and finishing cost
PricingStructure_UnitTotalWithFinishingWords	Referring to the price of the unit with half finishing and finishing cost in Arabic words
PricingStructure_Premium	Referring to the price of the premium
PricingStructure_PremiumWords	Referring to the price of the premium in Arabic words
PricingStructure_Discount	Referring to the price of the discount
PricingStructure_GarageIsExist	Referring to if garage is exist add Arabic text "كما يشمل البيع عدد واحد جراج ببدروم العمارة الكائنة بها الوحدة."
PricingStructure_DiscountWords	Referring to the price of the discount in Arabic words
PricingStructure_GarageArea	Referring to the garage area
PricingStructure_OutdoorArea	Referring to the outdoor area
PricingStructure_RoofArea	Referring to the roof area
PricingStructure_LandArea	Referring to the land area
PricingStructure_BasementArea	Referring to the basement area
PricingStructure_UncoveredBasementArea	Referring to the un-covered basement area
PricingStructure_PenthouseArea	Referring to the penthouse area
PricingStructure_JaccuziArea	Referring to the jaccuzi area
PricingStructure_ExtralandArea	Referring to the extra land area
PricingStructure_ExtrabuiltupArea	Referring to the extra built up area
PricingStructure_SemicoveredRoofArea	Referring to the semi-covered roof area
PricingStructure_StorageArea	Referring to the storage area
PricingStructure_PergolaArea	Referring to the pergola area
PricingStructure_OtherPricem	Referring to the other price
Contract_FinishingAmount	Referring to the total price of the finishing amount
Contract_FinishingAmountWords	Referring to the total price of the finishing amount in Arabic words
Contract_ReservationAmount	Referring to the price of the reservation amount
Contract_ReservationAmountWords	Referring to the price of the reservation amount in Arabic words
Contract_ContractAmount	Referring to the price of the contract amount
Contract_ContractAmountWords	Referring to the price of the contract amount in Arabic words
Contract_MaintenanceAmount	Referring to the price of the maintenance amount
Contract_MaintenanceAmountWords	Referring to the price of the maintenance amount in Arabic words
ContractDate	Referring to the Contract Date
Unit_Number	Referring to the unit number
Unit_CashOrInstallment	Referring to the unit payment is Cash or Installment in Arabic (نقدا, أقسـاط)
Unit_Area	Referring to the unit area
Unit_BuildingNumber	Referring to the building number of unit
!Unit_MasterPlanImg@w=820;@h=1200;	Referring to the URL of the Master Plan image
!Unit_FloorPlanImg@w=820;@h=1200;	Referring to the URL of the Floor Plan image
$Unit_FinishingSpecsDescription	Referring to the rich text of the finishing specifications description