Edit the Contract Template
Go to Settings > Contract > Templates to customize your default contract:
Edit your header, business info, disclosures, and agreements
Show/hide optional blocks like disclaimers
🛑 FTC-required disclosures cannot be edited (like the required embalming disclosure and mandatory item disclosures that are set up on your dashboard's backend).
Preview the Contract PDF before saving
After making the desired edits, you can preview what the Statement of Funeral Goods and Services Selected document will look like once completed. Click the Preview button at the bottom right to see the sample PDF.
