Contract template

Google Sheets Contract Template

Copy our Google Docs contract template and automate your contracts. Save time with customizable free contract templates, perfect for service contracts or rental agreements.

Google Sheets Contract Template — template in Portant

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Google Sheets Contract Template

You can create Google Sheets contract templates automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free Google Sheets 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 Google Sheets contract template with column tags, attach it to an email and finally click 'Start automation', and voila!, you’ve automated your Google Sheets contract process from Google Sheets!

We know how painful and monotonous it can be to copy and paste data into Google Sheets contract templates, double check all the information is correct, save it as a pdf and then send the Google Sheets contracts to your customers. That’s why we’ve come to the rescue.
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With Portant, you can connect Google Sheets to a Google Sheets 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 Google Sheets contracts on autopilot.

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How to automate your Google Sheets 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 Google Sheets 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

Yes, you can use a Google Sheets contract template offline by enabling offline mode in Google Drive. This allows you to view and edit the template without an internet connection. Once you're back online, your changes will sync automatically. Google Docs templates offer real-time collaboration, and you can also create contract templates that suit your specific needs. Whether you're working on construction contracts, employment contract templates, or freelance contract templates, you can establish and track contracts offline with ease.

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Yes, once your contract is finalized in Google Sheets, you can easily convert it into a PDF. Using Google Docs for contract management and contract templates ensures accuracy, and you can add intellectual property clauses and payment terms. Simply use the "Download" option under the File menu and select "PDF Document." This feature is suitable for saving time and official records while ensuring compliance with legal terms and employment terms.

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Creating a custom contract template in Google Sheets involves starting with a blank sheet or an existing contract template, then structuring the document with appropriate headers, tables, and fields like contract duration and payment terms. Freelance contract templates, construction contract templates, and service contract templates can all be customized for specific needs. Users can include dropdown menus for options like employment contract terms and service conditions. This helps businesses and freelancers streamline the process, ensuring clarity and reducing time spent on double-checking details. Once designed, the sheet can be saved as a template by sharing it with specific parties.

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Google Sheets automatically tracks changes to contract templates through its version history feature. This includes agreements, legal experts’ reviews, and customized contract management processes. By reviewing edits and contracts regularly, you can check if any party made changes and revert to earlier versions. This feature is essential for ensuring that all legal conditions and contract details remain accurate over time.

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To share a Google Sheets contract template securely, you can set the sharing permissions to "View Only" and provide a link to the sheet. Using Google Drive’s secure folder options ensures that agreements and templates are safe. You can also establish secure access for specific parties, such as contractors or legal experts, while maintaining the document’s clarity and integrity. The "Copy" link feature prompts the recipient to make a copy, ensuring the original construction contract template or freelance contract template remains unaltered.

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While Google Sheets does not have a built-in e-signature feature, you can integrate third-party tools like DocuSign or HelloSign. These tools allow you to upload, sign, and send contracts, including employment contracts, service agreements, and even real estate contracts. You can automate the signing process, ensuring clients and businesses have easy access to their signed contracts. Integrating this feature into freelance contract templates or construction contract templates adds security and increases efficiency.

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Yes, Google Sheets supports automation through Google Apps Script, which can help streamline contract management processes. You can automate the creation of contracts, fill in data from contract templates, and even send reminders for contract renewals or agreements. This automation saves time, especially for businesses and freelancers dealing with multiple contracts, such as sales transactions, construction projects, or intellectual property agreements. Automation also enhances clarity and helps you manage legal experts' suggestions or client preferences more efficiently.

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Google Sheets offers several advantages for contract templates, including the ability to create customized agreements and employment contracts. It supports legal experts' reviews, employment contract templates, and even construction contracts, making it ideal for businesses of all sizes. With real-time collaboration, multiple parties can sign, review, and customize contracts, including service contracts or freelance contracts. Using Google Docs for contract management allows freelancers, contractors, and employers to manage intellectual property and service agreements effectively.

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