Agreement Templates

Templates are reusable starting points for agreements. They define the document body (in markdown), the variables that get filled in each time you send, and the signer roles involved. Manage them at Agreements > Templates.

If you haven't sent an agreement before, start by reading the Agreements overview — this page covers authoring only.

Overview

Each template stores:

• Name — what you'll see when picking a template
• Slug — a URL-safe identifier auto-generated from the name
• Description — optional, shown next to the name in the templates list
• Content (markdown) — the agreement body, with {{variable}} placeholders
• Variables — typed inputs that fill the placeholders at send time
• Signer roles — who needs to sign, with labels and signing order
• Signing order — sequential or parallel

Editing a template does not affect agreements already sent from it — every agreement stores its own snapshot of the rendered content at the time it was created.

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Creating a Template

From Agreements > Templates, click New template.

Body content

Write the agreement body in markdown. Standard markdown is supported:

• Headings (#, ##, ###) — used for sections and clauses
• Bold and italic
• Bullet and numbered lists
• Tables
• Block quotes and horizontal rules

Insert variables anywhere using {{variable_name}} syntax. Keys are lowercase with underscores: {{effective_date}}, {{client_legal_name}}, {{term_months}}, {{fees}}.

As you type, Syntra detects new variables automatically and adds them to the variable list with sensible defaults — you don't need to declare them up front.

Save

Once the body, variables, and signer roles are configured, click Save. The template is now available in the New agreement wizard.

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Variables

Variables are typed placeholders. Each variable in the list has:

Field	Purpose
Key	The placeholder used in the body, e.g., client_legal_name
Label	The human-readable label shown to whoever is sending
Type	Text, Long text, Date, Number, or Currency
Required	If on, the sender must fill this before the agreement can be sent
Default value	A literal default that pre-fills the field
Default from	Pulls a value from your provider profile or system (see below)
Description	Optional helper text shown beneath the field

Variable types

Type	Used for
Text	Names, titles, short fields
Long text	Addresses, descriptions, notes, custom clauses
Date	Effective dates, go-live dates, expiry dates
Number	Term length in months, headcount, page counts
Currency	Fees, retainers, deposits — formatted with your default currency

Syntra infers the type from the variable name where possible — *_date becomes Date, fee / price / amount / total / value become Currency, *_months / *_years / *_days become Number, address / description / notes become Long text.

Auto-fill defaults (Default from)

Instead of typing a default value manually, link a variable to one of these sources and Syntra will fill it whenever a new agreement is created:

Source	Pulls
Your company name	Provider company name from your profile
Your contact name	Primary contact name from your profile
Your company email	Email on your provider profile
Your contact email	Contact email on your provider profile
Your send-from email	Address from communication settings
Your send-from name	Name from communication settings
Your registered address	Composed registered address from your profile
Today's date	The date the agreement is being sent

The sender can override any auto-filled value before sending.

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Signer Roles

Each template defines the parties that need to sign. By default a new template starts with two roles — Client and Provider — but you can have any number.

For each role:

Field	Purpose
Role	Internal identifier (e.g., client, provider, witness)
Label	Human-readable label shown to the sender (e.g., "Client", "Provider")
Sign order	The order this party signs in (used when signing is sequential)

The role provider is special — when sending, Syntra auto-fills the legal name, signatory name, and email for any signer with this role from your provider profile. All other roles need to be filled in manually each time.

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Signing Order

Pick how parties sign at send time:

Mode	Behaviour
Sequential	Each signer must sign in turn. The next signer's invite is only activated after the previous signer completes. Use when one party's signature is contingent on another's.
Parallel	All signers receive their invites simultaneously and can sign in any order. Faster — use when order doesn't matter.

This is set on the template and applies to every agreement sent from it.

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Editing & Versioning

You can edit a template's body, variables, signer roles, or signing order at any time. Editing only affects future agreements — agreements already sent from the template keep their original rendered content.

Deleting a template

Use the trash icon next to a template in the list. Agreements already sent from a deleted template are unaffected — they retain their full content and audit trail. You just won't be able to start new agreements from it.

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Seed Templates

Syntra ships with a starter template you can clone and adapt:

Services Agreement

A general-purpose B2B services agreement covering definitions, scope of services, term, fees, intellectual property, confidentiality, data protection, and termination clauses. Variables include:

• effective_date
• provider_legal_name, provider_registered_address, provider_signatory_name, provider_signatory_title
• client_legal_name, client_registered_address, client_signatory_name, client_signatory_title
• term_months
• Plus fee/scope variables tailored to your services

Use it as a starting point — copy it, adapt the clauses to your jurisdiction and business, and save under a new name.

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