⚡ Power up your contracts with custom variables

🎯 Objective

Learn how to create dynamic contracts with Ugosign using custom variables to easily adapt your documents to each client’s specific needs.

📝 Prerequisites

• An active Ugosign account.
• A contract template or a document to personalize.

📍 Steps

1. Open or create your document
   Create a new contract or open a template in the Ugosign editor.
   
   💡 You can copy/paste your content from Word directly into the editor.

   

2. Insert a custom variable
   Place the cursor where personalization is needed, click the ⚡ icon, then:
   • Give the variable a name (e.g., prix).
   • Select the Text type.

   Example tag in the document: {{ prix|text }}

   

3. Repeat and reuse variables
   Insert as many variables as necessary. The same variable can be repeated in several places in the document.
4. Save the template
   Save your document to reuse the structure and tags.
5. Provide values when sending
   When sending for signature, Ugosign prompts you to enter the values for each variable (e.g., the exact amount of prix).
   

   

6. Preview and send
   Check the rendering of the values in the preview, then send the signature request.

✅ Expected result

A contract ready to be sent, automatically personalized according to the client or context, without modifying the original text.

💡 Good to know

• Reduces the risk of errors by limiting manual changes.
• Ideal for recurring or multi-client contracts.
• A variable can be reused in several places within the same document.

🔗 Related resources

• 🚀 Send your first signature request (step-by-step guide)