What is the Contract Wizard?

The Contract Wizard is a step-by-step interface that guides you through creating a contract from an approved quote. Instead of building contracts from scratch, you:

Select a contract template (or start fresh)
Configure each block with your specific needs
Preview the complete contract
Send for digital signature

The wizard pulls in all relevant data from your quote—client details, line items, totals—so you never re-enter information.

Starting the Contract Wizard

When a client approves a quote:

Click "Create Contract" from the approved quote
The Contract Wizard opens
Your quote data is automatically available

You can also start from:

Contracts section → New Contract → Select quote
Dashboard quick action after quote approval

Understanding Contract Blocks

Contracts in Tillage are built from modular blocks. Think of each block as a section of your contract that serves a specific purpose.

Why Blocks?

Traditional contracts are monolithic documents—hard to edit, harder to reuse. Block-based contracts are:

Modular - Add, remove, or reorder sections
Reusable - Save block configurations in templates
Dynamic - Blocks can auto-populate from quote data
Flexible - Different block combinations for different contract types

Available Block Types

Block Type	Purpose
Text	Custom content, terms, legal language
Deliverables	Scope of work from quote line items
Payment Schedule	Deposit, milestones, payment terms
Ongoing Services	Recurring billing configuration
Timeline	Project phases and dates
Signature	Digital signature capture
Attachments	Supporting documents
Email Template	Default email for sending

Block-by-Block Walkthrough

Text Block

Purpose: Custom content sections Common uses:

Introduction and parties
Terms and conditions
Confidentiality clauses
Limitation of liability
Cancellation terms
Custom provisions

Features:

Rich text editor
Smart variable support ({clientName}, {projectName}, etc.)
Formatting: headers, lists, bold, italic

Example:

This Statement of Work ("SOW") is entered into as of {contractDate}
between {businessName} ("Provider") and {clientName} ("Client")
for the project known as "{projectName}".

The parties agree to the following terms and conditions...

Deliverables Block

Purpose: Scope of work pulled from quote How it works:

Automatically imports line items from your quote
Displays descriptions, quantities, and amounts
Locked pricing ensures contract matches quote

Configuration options:

Show/hide quantities
Show/hide individual prices
Show total amount
Custom header text

What clients see:

DELIVERABLES

1. Discovery & Strategy
   - Requirements gathering and stakeholder interviews
   - Content strategy and sitemap development
   - Technical requirements documentation
   Estimated: 12 hours

2. Design Phase
   - Homepage design and 2 revision rounds
   - Interior page templates (5 pages)
   - Mobile responsive designs
   Estimated: 24 hours

[Additional line items...]

Total Project Investment: $15,000

Payment Schedule Block

Purpose: Define when and how you get paid Configuration:

Number of payments
Amount or percentage per payment
Payment triggers (on signing, fixed date, milestone)
Due days (when payment is due after trigger)

Common patterns: 50/50 Split:

Payment	Amount	Trigger
Deposit	50%	On contract signing
Balance	50%	On project completion

Milestone-Based:

Payment	Amount	Trigger
Deposit	25%	On contract signing
Design	25%	Design approval milestone
Development	25%	Development complete
Launch	25%	Project launch

Monthly Installments:

Payment	Amount	Trigger
Month 1	33%	On contract signing
Month 2	33%	30 days after signing
Month 3	34%	60 days after signing

Invoice generation:

When the contract is signed, Tillage automatically creates invoices according to your payment schedule. You don't manually create them.

Ongoing Services Block

Purpose: Recurring billing for retainers Configuration:

Service name and description
Billing frequency (weekly, monthly, quarterly, annually)
Amount per billing cycle
Start and end dates (or ongoing)
Auto-send invoices (yes/no)
Due days after invoice date

Example configuration:

Service: Website Maintenance & Support
Amount: $2,000/month
Frequency: Monthly
Start: First of next month
End: Ongoing (no end date)
Auto-send: Yes
Due: Net 15

How it works:

Contract is signed
On each billing date, Tillage generates an invoice
If auto-send is enabled, invoice emails to client
If client has auto-pay enabled, payment is collected

Timeline Block

Purpose: Project schedule and milestones Configuration:

Phase names
Start and end dates
Milestone markers
Dependencies (optional)

Example:

PROJECT TIMELINE

Phase 1: Discovery (Jan 15 - Jan 31)
- Kickoff meeting
- Requirements documentation
- Strategy presentation

Phase 2: Design (Feb 1 - Feb 28)
- Design concepts
- Client feedback
- Final design approval [MILESTONE]

Phase 3: Development (Mar 1 - Mar 31)
- Frontend development
- Backend integration
- Testing

Phase 4: Launch (Apr 1 - Apr 7)
- Final QA
- Client training
- Go live [MILESTONE]

Signature Block

Purpose: Capture legally-binding signatures Configuration:

Your company signature (sign now or on send)
Client signature field
Title/role fields
Date fields

How signatures work:

You sign first (or configure to sign when sending)
Client receives contract via email
Client clicks link to review contract
Client signs (draw or type)
Both parties receive executed copy

Audit trail captured:

Full name
Title
Signature image
Timestamp
IP address
Browser/device info

Attachments Block

Purpose: Include supporting documents Common attachments:

Quote PDF as exhibit
Technical specifications
Reference materials
Previous agreements

Email Template Block

Purpose: Customize the sending email Configuration:

Email subject line
Email body content
Smart variables supported

Example:

Subject: Contract for {projectName} - Ready for Signature

Hi {clientContact},

Please find attached the contract for {projectName}.

The total investment is {totalAmount}. Please review the terms
and sign at your earliest convenience.

Let me know if you have any questions.

Best,
{yourName}

Wizard Steps

The Contract Wizard guides you through configuration:

Step 1: Select Template

Choose from saved templates
Or start with blank contract
Template pre-loads block structure

Step 2: Configure Blocks

For each block in your template:

Review default content
Customize as needed
Add or remove blocks
Reorder blocks

Step 3: Payment Configuration

Special attention to payment blocks:

Verify payment amounts
Set triggers for each payment
Configure due dates
Enable/disable auto-invoicing

Step 4: Review & Preview

See complete contract as client will
Check all variable replacements
Verify pricing and terms
Make final adjustments

Step 5: Signature & Send

Add your signature (or configure to sign on send)
Set recipient (defaults to primary contact)
Customize email message
Send contract

What Happens After Signing

When your client signs the contract, Tillage automatically:

1. Executes Payment Schedule

Creates invoices for each payment milestone
First invoice (deposit) ready immediately
Future invoices scheduled per triggers

2. Sends First Invoice

If configured:

Deposit invoice emailed to client
Payment link included
Client can pay immediately

3. Activates Recurring Billing

If Ongoing Services block included:

Recurring schedule begins
Invoices generate on schedule
Auto-payment if client consented

4. Triggers Notifications

You're notified of signature
Team notified (if configured)
Client receives executed copy

Creating Contract Templates

Save time with reusable templates:

Building a Template

Create a contract with your ideal block structure
Save as template
Name and categorize

Template Best Practices

Create templates for common project types (website, app, retainer)
Include standard terms in Text blocks
Leave Payment Schedule configurable
Use smart variables for dynamic content

Using Templates

Start Contract Wizard
Select template
Blocks pre-load with template structure
Customize for this specific project
Send

Complete Example: Website Project

Quote Approved

Client approves $15,000 website redesign quote with:

Discovery: $2,500
Design: $5,000
Development: $6,000
Launch: $1,500

Contract Wizard

Block 1: Text (Introduction)

This Statement of Work is entered into as of {contractDate}
between {businessName} and {clientName} for {projectName}...

Block 2: Deliverables

Auto-populated from quote line items
Shows full scope with pricing

Block 3: Timeline

Discovery: Week 1-2
Design: Week 3-5
Development: Week 6-9
Launch: Week 10

Block 4: Payment Schedule

Payment	Amount	Trigger
Deposit	$7,500 (50%)	On signing
Midpoint	$3,750 (25%)	Design approval
Final	$3,750 (25%)	Project launch

Block 5: Text (Terms)

Standard terms and conditions
Revision policy
Cancellation terms

Block 6: Signature

Your signature
Client signature

After Signing

Contract executed ✓
Deposit invoice created ($7,500)
Client receives invoice with payment link
Client pays deposit
Two invoices scheduled for milestones
You mark "Design approval" milestone when ready
Midpoint invoice activates and sends
Repeat for final payment

Total admin time: ~15 minutes

Related: Contract Templates Guide | Payment Schedules Guide | Why Tillage Exists