Contracts
Create reusable templates and send contracts to clients.
Overview
Contracts let you create reusable templates and send them directly from Exportlab.
Variables like client name, dates, and fees are filled in automatically from your client data.
Create a template
1
Start a template
Go to Contracts → Templates and click New Template.
2
Choose a category
Pick Photo, Video (Short), or Video (Long).
3
Insert placeholders
Use placeholders to auto-fill client data in the final contract.
Available placeholders
| Placeholder | What it inserts |
|---|---|
| [client_name] | Client's full name |
| [client_email] | Client's email address |
| [total_fee] | Project fee amount |
| [delivery_date] | Agreed delivery date |
| [session_date] | Shoot or session date |
| [location] | Shoot location |
| [business_name] | Your business name |
Send a contract
1
Select client
Choose an existing client record.
2
Choose template
Pick the contract template to use.
3
Review variables
Confirm or adjust the auto-filled values.
4
Preview and send
Send the contract by email to the recipient.
Contract status
| Status | Meaning |
|---|---|
| Draft | Not yet sent |
| Sent | Delivered to the client |
| Fully Executed | Client has signed or confirmed |
Common issues
- Variables not replaced: use the exact placeholder syntax with square brackets.
- Client did not receive email: verify the address and resend from the contract view.