Contract templates help you save time by creating reusable agreements that can be sent to multiple clients. Instead of building a new contract for every project, you can create a template once, customize it with placeholders, and quickly generate personalized contracts whenever you need them.
Maroo gives you flexibility to:
📤 Upload an existing contract
📝 Draft one from scratch using the built‑in editor
Both options allow you to create professional contracts that can be reused across future projects.
➕ Creating a New Contract Template
To create a new template:
Navigate to Templates
Click Create Template
Select Contract template
You’ll then choose between:
📤 Upload a Document or PDF
📝 Draft from Scratch
📤 Option 1: Upload a Document or PDF
If you already have a contract you use with clients, upload it directly as a Word document or PDF.
Ideal if you want to keep using your existing agreement while adding Maroo’s e‑signature capabilities.
After uploading, you can insert placeholders and signature fields before saving it as a template.
📝 Option 2: Draft Your Contract from Scratch
Prefer to build directly in Maroo? Select Draft from Scratch.
A blank editor will open where you can begin writing your agreement.
Editor Features:
Type your contract directly
Copy/paste an existing contract
Format text like a standard word processor
💡 Tip: If you paste an existing contract, Maroo can recognize many common fields, making it easier to add placeholders afterward.
🔧 Adding Placeholders
Placeholders personalize your contract by automatically filling in details when sent. This saves you from manual updates.
Common placeholders include:
Contract Name
Client Type
Event Type
Event Name
Event Date
Event Location
Client Name
Client Email
By clicking "Add placeholder", you can also add signer-related placeholders such as:
Client Signature
Business Signature
To add a placeholder:
Drag the desired placeholder from the panel.
Drop it wherever you'd like it to appear in the contract.
💾 Saving Your Template
Once you've finished designing your contract:
Enter a Template Name
Optionally set an Expiration Date
Add Notes for internal organization
Click Create Template
Your template is now saved and ready to use.
📬 Sending a Contract Immediately After Creating It
After creating your template, you can send it directly to a client.
Enter the following information:
Contract Name
Client Name
Client Email Address
Additional Signers (if needed)
You can also choose whether you'd like to Countersign the contract yourself.
(Insert image)
If countersigning is enabled, you'll have the option to sign:
Before your client
After your client
Once you've made your selection, click Continue.
📅 Add Event Details
Next, enter your event information.
This includes:
Event Type
Event Date
Event Name (for example, Jane & John Doe's Wedding)
Event Location
🔍 Review Your Contract
You'll be taken back to the document editor.
At this point, all of the placeholders you've inserted will automatically populate with the information you entered.
Review the document carefully to ensure everything looks correct.
📌Important note:
You can still make edits before sending.
✍️ Send for Signature
Review the summary one last time. If everything looks correct, click Send for Signature.
Maroo will email the contract to your client and generate a secure signing link.
📂 Sending a Saved Contract Template
If you've already created and saved a template, you can send it anytime without recreating the document.
To send an existing template:
Go to Templates
Select the template and a pop-up will appear
Click Send Contract
Provide the following information:
Contract Name
Expiration Date (optional)
Client Type (Individual or Business)
Signer’s Name & Email
Countersign option
📅 Enter Event Information
Next, complete the event details:
Event Type (Wedding, Corporate, Social, General)
Event Date
Event Name
Event Location
🔍 Review the Contract
You will be directed to the document and Maroo will automatically populate your placeholders with the information you entered.
Review the document carefully and make any necessary edits before sending.
Send the Contract
Review the final summary to make sure everything is correct.
When you're ready, click Send for Signature.
Your client will immediately receive an email containing the contract and a secure link to review and electronically sign it.
ℹ️ Important Notes
Templates create consistent agreements and reduce repetitive work
Placeholders auto‑populate client and event details each time
Contracts can be edited before sending, even from saved templates
Countersigning is optional (sign before or after your client)
Template notes are for internal use only — not visible to clients
🚀 Next Steps
You’re now ready to send professional, personalized agreements in just a few clicks. Whether uploading an existing contract or drafting from scratch, templates streamline your workflow and ensure a consistent client experience.
👉 Need more help?
Contact us anytime at [email protected] — we’re happy to assist.