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Contract Designer

Contracts use the same drag-drop designer as invoices - the canvas, block inspector (font, colour, alignment, width, X/Y, pin-to-page), Design / Preview / Download modes, and Page Properties all work identically. See Invoice Designer for those shared mechanics. This page covers what is different for contracts.

Open it from a contract with Open Designer (top-right of any tab).

How it compares to the invoice designer

Only in the contract designer:

  • Fields: Contract Number, Renewal Date, Obligations List, Witness Block
  • Functional signatory binding on Signature/Witness blocks (invoices have no signatories to bind to)
  • Clause-aware body - Text/Clause blocks, numbered-clause auto-layout, and long clauses that auto-split across pages
  • Repeat header/footer on by default + a header/footer-zone pagination model
  • Editing lock by contract status

Shared fields, relabeled for contract wording:

InvoiceContract
Invoice #Contract Title
Order #Contract Type
DateEffective Date
Due DateEnd Date
Paid DateSigned Date
Bill ToCounterparty
TotalContract Value
Terms & ConditionsTerms
Text / LabelText / Clause
SignatureSignature Block

Identical in both: Company Name / Email / Phone / Website, Status, Notes, Footer, Page Number, Image, Watermark - plus the shared toolbox (canvas, block inspector, Design / Preview / Download, Page Properties, pin-to-page, save).

Invoice-only, dropped in contracts: Bill To Address, Line Items Table (and its grouping / pagination / formula columns), Subtotal, Discount, Tax, Grand Total, Balance Due.

Contract field set

The Fields panel swaps the invoice fields for contract ones, grouped as Company / Contract / Parties / Content / Signature / Custom:

Contract designer: contract field categories and a lease layout

  • Company - Company Name, Email, Phone, Website
  • Contract - Contract Title, Contract Number, Contract Type, Effective Date, End Date, Renewal Date, Signed Date, Status, Contract Value
  • Parties - Counterparty
  • Content - Obligations List, Notes, Terms, Footer, Page Number
  • Signature - Signature Block, Witness Block (see below)
  • Custom - Text / Clause, Image, Watermark

Your contract custom fields (e.g. Governing Law) also appear as draggable chips.

There is no line-items table, subtotal, or tax field - those are invoice-only. Contracts instead carry the clause body and the Obligations List, which renders the contract's obligation schedule.

Signature and Witness blocks

Two contract-only fields place signing areas on the page. Drop a Signature Block (or Witness Block) and the inspector adds signature-specific controls:

Signature Block inspector: Signer binding, Signature Image, Repeat on every page

  • Signer - bind the block to a specific signatory, or leave it -- by name / order -- to fill by signing order. A Witness Block shows a Witness for dropdown instead, binding it to the signatory it witnesses.
  • Signature Image - optionally attach a signature image to the block.
  • Repeat on every page - keep the block on every page (e.g. initials).

At signing time each block is filled with the bound party's captured signature. Auto-layout already places one signature block per signatory, with that signatory's witnesses stacked alongside.

Clause-aware body

Auto-layout builds the canonical contract layout: a header band, the numbered clauses as Text / Clause blocks, then the signature blocks. Each clause block keeps a stable clause identity, so when a long clause splits across pages the continuation stays tied to the same clause.

Edit clause text in place - select a Text / Clause block and edit its content. There is no raw-HTML editing mode; the designer is drag-drop with Design and Preview only.

Page layout differences

Contracts are multi-page legal documents, so the designer defaults differ from invoices:

  • Repeat header on each page and Repeat footer on each page are on by default for contracts (off for invoices). Every page carries the contract header band and footer.
  • The body flows through a header-zone / content-zone / footer-zone model: content paginates between the zones while the header and footer zones repeat on each page. That is why a paginated contract does not get the "headerless page 2" gotcha that an invoice can - the header zone is repeated by default.

You can still toggle these off in Page Properties if you want a header only on page 1.

Editing lock

A contract's designer becomes read-only once the contract leaves an editable status (it locks by status, not a manual flag). A locked contract shows Download only - Clone to a new Draft or Amend to change the layout. Invoices instead lock via an explicit editing-locked flag.

Next steps

FoxCLM Documentation