Create and manage agreement templates

A template is wording you reuse, such as a sale contract or a co-ownership agreement. You write it once, and Creatures fills in the signer, the animal and the amount each time you send it.

Before you start

You need a verified identity and phone number to create a template. See How agreements and waivers work. You write the text yourself. Creatures doesn't draft or review legal wording.

Create a template

1. Open Dashboard, then Tools, then Agreements.
2. Select New Template. With no templates yet, the button is Create your first template.

3. If you own or co-own an organization, choose the Template owner: yourself or the organization. Agreements sent from this template show that account as the sender.
4. Enter a Title that tells similar documents apart, such as "Co-ownership Agreement".
5. Add a Label if you like, such as "Sale contract". It only helps you sort templates.

Write the text

Paste or type your wording in Agreement text. Put two asterisks on each side of words to make them bold, or one for italic.

A merge field is a placeholder in curly brackets, like {animal_name}. Creatures swaps it for the real detail when you send the agreement. Select a field under Merge fields to add it where your cursor is. You can fill in:

• your name, or the organization sending the agreement
• the first signer's name and email
• the second signer's name
• the animal's name, species and breed
• the amount
• the date you send it

Animal details come from the animal you link, or the details you type, when you send. If a merge field is misspelled, Creatures tells you when you save.

For a contract, skip Waiver tools, which holds guest questions and waiver settings. For waivers, see Turn a paper waiver into an online signing form.

Select Create Template. You go back to Agreements. If the account hosts experiences and the template uses only fields a booking can fill in, Creatures opens Use for experiences next. Select Done to skip it.

Edit a template

Select Edit on the template. The page shows the version you're on. Save as New Version saves the next version. Agreements you already sent keep the exact text their signers saw, and new ones use the newest version. If you change nothing, no new version is made.

While a stud offer or open breeding request uses the template, a new version can't add a field stud services can't fill.

Archive or restore a template

Select Archive when you no longer want to send a template, then confirm. Agreements you already sent are not affected.

• If any of your experiences use a waiver, remove it from them before you archive it.
• If a waiver has walk-in links, archiving stops them for good, including printed QR signs. Restoring the waiver doesn't bring them back.
• If a published or paused stud offer or an open breeding request uses it, take it off the offer and let those requests finish first.

To bring one back, open the archived templates list and select Restore.

Use a template with stud services

You can add a template to a stud offer. On the stud's profile, open More animal actions (the arrow next to Share) and select Offer stud services or Edit stud services. Under Documents, choose it in Agreement template (optional). You can also choose one for a single quote. The customer signs it before they accept the quote.

A stud agreement can fill in your name, the customer's name and email, the stud's name, species and breed, the service fee and the date. It can't use the second signer's name or ask each adult to sign. If it uses any other field, Creatures tells you which to remove.

Related information

• Send an agreement for signature
• How agreements and waivers work
• Turn a paper waiver into an online signing form
• Require a waiver for your experiences

Updated on: 29/10/2026