Template Library
Browse, search, and manage contract templates in DealView's Template Library.
The Template Library is your central hub for contract templates. Browse pre-built skeleton templates or create your own custom templates.
Accessing Templates
- Click Templates in the sidebar
- View available templates in grid or list view
- Use tabs to switch between template types
Template Types
Skeleton Templates
Pre-built contract structures provided by DealView:
- Common contract types (NDA, MSA, SOW, etc.)
- Industry-standard language
- Variable placeholders ready to fill
- Updated regularly
Skeleton templates are structure-only. They don't contain proprietary legal content - you add your own terms. This approach protects you while providing a solid starting point.
Your Templates
Custom templates created by your team:
- Built from existing contracts
- Tailored to your business needs
- Include your approved language
- Shareable within workspace
Browsing Templates
Search
Find templates by name, type, or description:
- Enter search terms in the search box
- Results update as you type
- Matches appear in both skeleton and custom templates
Filter by Type
Narrow results by contract type:
- Click the Contract Type dropdown
- Select one or more types
- Only matching templates are shown
View Modes
Switch between views:
- Grid View - Card layout with previews
- List View - Compact table format
Using a Template
To create a draft from a template:
- Find your desired template
- Click Use Template or the template card
- A new draft is created with the template content
- Fill in variables and customize as needed
Template Details
Each template shows:
| Field | Description |
|---|---|
| Name | Template title |
| Type | Contract type (NDA, MSA, etc.) |
| Description | What the template is for |
| Variables | Number of fillable fields |
| Last Updated | When template was modified |
| Source | Skeleton or Custom |
Managing Templates
Duplicate
Create a copy to customize:
- Click the menu icon on a template
- Select Duplicate
- Edit the copy as needed
- Save as a new custom template
Edit (Custom Only)
Modify your custom templates:
- Click Edit on the template
- Update content, variables, or metadata
- Save changes
Delete (Custom Only)
Remove unused templates:
- Click Delete on the template
- Confirm deletion
- Template is permanently removed
Deleted templates cannot be recovered. Consider archiving instead if you may need the template later.
Template Organization
Templates are organized by:
- Contract type categories
- Skeleton vs. custom tabs
- Last updated date
- Alphabetical name
Sharing Templates
Templates are workspace-scoped:
- All workspace members can view templates
- Admins can create/edit custom templates
- Skeleton templates are available to all workspaces