Start a document from a built-in template

Press Nytt dokument. It asks one question at a time, and you can step back at any point.

1. 1Vilken sorts dokument? Pick Färdig utformad for a contract you write and they read, or Interaktivt if they should type into it as they go.
2. 2Vad ska det utgå från? Choose Från mall.
3. 3Vilken mall? Pick one of the five built-in drafts, or anything your company has saved.

The document is created straight away, named after what you started from. Rename it at the top of the editor.

What each built-in draft gives you

• Försäljningsavtal: scope, a price table, payment and delivery terms, warranty, intellectual property, a liability cap, confidentiality, data protection, term and governing law.
• Anställningsavtal: role, place of work, start date, probation, salary and pay day, working hours, holiday, pension, notice, and the rest of what an employment contract has to state in writing.
• Sekretessavtal: a mutual confidentiality agreement, so both sides are covered by the same terms.
• Partneravtal: reseller and referral terms, including commission, territory and how leads are registered.
• Uppstartsformulär: a form the client fills in themselves rather than a contract you write.

If you genuinely want to start from nothing, choose Tomt at the second step instead. That gives you an empty page and nothing else.

What to change first

Each contract opens with a short block of key terms near the top: start date, length, notice period, payment terms. These are the values that differ from one deal to the next, so they are fields rather than sentences buried in a clause. Fill those in and most of the document is already correct.

After that, read it through. These drafts are written for Norwegian law and are a starting point, not legal advice. Check the wording against how your company actually works before you send it.

Keeping your own version

Once you have a draft you are happy with, use Spara som mall to keep it. It then appears under Sparade av ditt företag the next time anyone starts a document.

You can also take editable copies of the built-in drafts before you start: Take a contract from the template library.

Start from an opportunity

In an opportunity's contract flow, select Signerbart dokument. Only templates with Tillgänglig för affärsmöjligheter enabled appear. Use Sök mallar… to find words in the template's name or description, or its language code. The full name, language and default marker help distinguish similar agreements. Selecting a template shows its description and a preview filled from this opportunity; browsing previews does not create drafts.

Review the customer, contact, commercial terms and separate recurring and one-time prices before creating the document. Missing source values remain marked for completion. See Complete and review a contract before sending.

One-time costs print above subscriptions by default. To put subscriptions first, open the template's price table and set Visa först to Abonnemang. Every document built from that template follows the choice.