Contract template

Consulting Contract Template

Copy our Consulting Contract Template, and automate your contract process.

Consulting Contract Template — template in Portant

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Consulting Contract Template

You can create consulting contract templates automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free consulting contract template which contains all kinds of different elements including your logo, unique contract numbers, payment terms and contact information. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Docs contract template, customise your consulting contract template with column tags, attach it to an email and finally click 'Start automation', and voila!, you’ve automated your consulting contract process from Google Sheets!

We know how painful and monotonous it can be to copy and paste data into consulting contract templates, double check all the information is correct, save it as a pdf and then send the consulting contract to your customers. That’s why we’ve come to the rescue.
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With Portant, you can connect a Google Sheet to a consulting contract template, click a few buttons and contracts will be magically generated and sent whenever you need to. You can also customise the email and who it's sent from (e.g accounts@portant.co). It's easy to place your consulting contracts on autopilot.

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How to automate your consulting contracts

Step 1

Open Sheet

Select the Google Sheet you want to use as the data source for your contracts. Portant connects directly to your spreadsheet to pull in the data it needs.

Step 2

Connect Template

Connect your Google Docs, Slides, or Sheets contract template. Portant will link it to your spreadsheet data source so it knows which fields to merge.

Step 3

Customize

Customize your contract with merge tags like {{Party Name}}, {{Terms}}, and {{Effective Date}}. Format it with your branding, colours, and layout.

Step 4

Create

Create contracts automatically when new rows are added to your sheet, or generate them manually in batches. Send via email or save to Google Drive.

How to automate your consulting contracts with a template

Step 1

Step 1: Open a Google Sheet

Open a Google Sheet with your contract data. Include party names, terms, effective dates, and any other fields you need to merge into your contracts.

Step 1: Open a Google Sheet

Step 2

Step 2: Connect your contract template

Open the Portant add-on and connect your Google Docs contract template. Portant scans for merge tags and maps them to your spreadsheet columns.

Step 2: Connect your contract template

Step 3

Step 3: Customize your output

Set up your delivery method. Email contracts to signers, save as PDFs in Google Drive, or request eSignatures directly through Portant. Use merge tags in emails too.

Step 3: Customize your output

Step 4

Step 4: Automate your contracts

Turn on auto-create to generate contracts for every new row. Process rows in batches or schedule the workflow to run at set times.

Step 4: Automate your contracts

Eliminate unnecessary manual work

Eliminate unnecessary manual work

Stop spending hours copying and pasting data from spreadsheets into documents. Portant automates the entire process, pulling data directly from your source and generating completed documents in seconds. Focus on the work that matters, not repetitive formatting tasks.

Make your documents more accurate

Make your documents more accurate

Manual document creation leads to errors, from wrong names to outdated figures. Portant maps data fields directly to your template, eliminating typos and ensuring every document is accurate and consistent. Your team sends fewer corrections and your clients get the right information every time.

Built into Google Workspace

Built into Google Workspace

Portant works natively with Google Docs, Sheets, Slides, and Gmail. There is no new interface to learn, no data to export, and no switching between tools. Your team stays in the apps they already use while Portant handles the document generation in the background.

What teams say about Portant

“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”

SC

Sam Clarke

Co-Founder, Clipboard

“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”

MB

Matthew B

Founder & Leadership, Upflowy

“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”

LG

Lukas G

E-commerce Business Owner

“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”

DI

Duncan I

Web, Google & WordPress

“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”

JH

Jordan H

Administrator, Mid-Market

“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”

SC

Sam Clarke

Co-Founder, Clipboard

“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”

MB

Matthew B

Founder & Leadership, Upflowy

“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”

LG

Lukas G

E-commerce Business Owner

“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”

DI

Duncan I

Web, Google & WordPress

“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”

JH

Jordan H

Administrator, Mid-Market

Frequently asked questions

A consulting agreement is crucial for protecting both the consultant and the client. The agreement defines the consultant's services provided, the client’s expectations, and any applicable payment terms. It ensures the entire agreement is in writing and covers crucial aspects like confidential information and intellectual property. Additionally, a consulting agreement clarifies the prior written consent needed for any modifications to the contract. By having a clear consulting agreement, both parties involved know their obligations, ensuring smooth services rendered and a good business relationship.

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Yes, most consulting agreement templates are customizable. Both consultants and clients can adjust the consulting contract to fit specific needs. For example, if additional services are required, the template can be changed to reflect these new conditions. However, significant changes, particularly those affecting the employer-employee relationship, should be made through a written agreement and agreed to by both parties. This ensures the consulting agreement remains enforceable and legally sound. Clients should ensure that any consulting services added to the template reflect the full scope of the consultant’s services.

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The key distinction between a consultant and an independent contractor lies in the type of work performed. A consultant typically provides high-level consulting services, such as strategic guidance or business advice, while an independent contractor may be hired to complete specific tasks. For example, the consultant's services often focus on the big picture, advising on overall strategy, whereas a contractor may perform more focused tasks outlined in the consulting agreement. Understanding this difference ensures that the right consulting services agreement or contractor contract is used when engaging either type of professional.

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A well-structured confidentiality agreement is crucial in any consulting contract. The confidentiality clause ensures that the confidential information shared during the project is protected, both during and after the completion of the consulting services. A proper confidentiality clause will clearly outline how sensitive data is handled and define the consequences of any breaches. The client’s confidential business information, such as proprietary methods or trade secrets, must be treated with the utmost care. Both the consultant and the client must understand their responsibilities concerning confidential information to ensure that everything is in line with the written agreement.

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Termination clauses are essential in a consulting contract. These clauses specify how the agreement shall end, whether due to project completion, breach of contract, or mutual consent. Either party may terminate the agreement by providing written notice. The terms of the consulting agreement should include how much notice must be given, any payments for expenses incurred, and the final responsibilities of the consultant. If the consultant agrees to early termination, it must be confirmed in the written agreement. The services rendered during the project must also be finalized before the contract officially ends.

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While both consulting agreements and general service agreements outline the scope of work, consulting agreements tend to focus on advisory and strategic services. A consulting agreement includes specific clauses regarding intellectual property, confidential information, and the consultant's independent contractor status. General service agreements may not have these specialized provisions. For instance, a consulting agreement might include a non-compete clause to prevent the consultant from working with competitors after the project ends, while a regular service agreement may only focus on the tasks performed.

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A non-compete clause in a consulting agreement is essential for protecting the client’s business interests. This clause prevents the consultant from using the confidential information gained during the project to compete against the client. It specifies the time frame and geographic scope during which the consultant may not work with competitors or use the client’s proprietary data. This ensures that the services provided during the consulting project do not result in conflicts or business disadvantages for the client. Including a non-compete clause in the consulting agreement helps safeguard the client’s business strategy.

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A deliverables schedule is a key component of any consulting services agreement. This schedule outlines the milestones or outputs that the consultant agrees to produce during the project. By having a clear deliverables schedule, the client can track the consultant's services and ensure the work is progressing as expected. The schedule also helps clarify compensation, as payments may be tied to the completion of certain tasks. A well-defined deliverables schedule ensures that the consulting services meet the client’s needs and provides transparency about the project timeline.

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