--- title: Generating contracts from automated templates description: Learn how to create contracts using your automated templates --- [Skip to content](https://help.precisely.se/en/articles/3116197-generating-contracts-from-automated-templates#main-content) [![Precisely\_logo\_black-1](https://help.precisely.se/hs-fs/hubfs/Precisely_logo_black-1.png?width=116&height=40&name=Precisely_logo_black-1.png)](https://preciselycontracts.com/) Open main navigation Close main navigation - [Go to preciselycontracts.com](https://preciselycontracts.com/) [Go to preciselycontracts.com](https://preciselycontracts.com/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.precisely.se/en?hsLang=en) 2. [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en) # Generating contracts from automated templates ## Learn how to create contracts using your automated templates 1. [Inviting and setting up your team](https://help.precisely.se/en/articles/389424-inviting-and-setting-up-your-team?hsLang=en) 2. [User roles](https://help.precisely.se/en/articles/390122-user-roles?hsLang=en) 3. [Creating automated templates](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en) 4. Generating contracts from automated templates 5. [Collaborating on templates and projects](https://help.precisely.se/en/articles/5849142-collaborating-on-templates-and-projects?hsLang=en) 6. [Negotiating contracts](https://help.precisely.se/en/articles/5849149-negotiating-contracts?hsLang=en) 7. [Using e-signatures](https://help.precisely.se/en/articles/385821-using-e-signatures?hsLang=en) 8. [Using Precisely’s contract archive](https://help.precisely.se/en/articles/386266-precisely-s-contract-archive?hsLang=en) 9. [Monitoring, reminders, and alerts](https://help.precisely.se/en/articles/386170-monitoring-reminders-and-alerts?hsLang=en)   Once you've [created your automated template](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en), you're ready to run it through the self-service questionnaire. But how? ### Generating a draft from a template 1. Click *Draft & sign* in the top menu, 2. Click the green *New from template* button, 3. Choose the template you wish to use and click the blue *Create* button. ![Screenshot 2022-03-16 142928](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-03-16%20142928.png?width=670&name=Screenshot%202022-03-16%20142928.png)   From thereon, simply check off the preparations (if you've added any) and answer the questions of your template to generate a contract. ![Screenshot 2022-03-16 143046](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-03-16%20143046.png?width=666&height=300&name=Screenshot%202022-03-16%20143046.png) ![Screenshot 2022-12-15 at 14.43.15](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-12-15%20at%2014.43.15.png?width=670&height=320&name=Screenshot%202022-12-15%20at%2014.43.15.png)   💡**Pro tip:** If you need your external parties to provide specific information relevant to the contract drafting, you can easily **assign questions to others**. [Read more](https://help.precisely.se/en/how-do-i-assign-questions-to-external-parties?hsLang=en) ![Assign questions 2](https://help.precisely.se/hs-fs/hubfs/Assign%20questions%202.png?width=506&height=264&name=Assign%20questions%202.png)   When all questions have been answered, simply click "Generate documents". ![Screenshot 2022-12-15 at 14.42.18](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-12-15%20at%2014.42.18.png?width=670&height=333&name=Screenshot%202022-12-15%20at%2014.42.18.png)   **💡 Pro tip 2:** Drafting doesn't need to be all about template documents - you can also use the automation for already prepared external documents! To allow for more use cases, you can **[allow users to upload files](https://help.precisely.se/en/articles/4001991-how-do-i-allow-users-to-upload-files-when-drafting-from-a-template?hsLang=en)** on their own when drafting from a template. This means that you can work with your third-party contracts, but still include all the automation magic, such as - approval workflow - automated archiving (all contracts to be stored in a specific folder. [Read more)](https://help.precisely.se/en/articles/set%20a%20template%20to%20automatically%20archive) - metadata for those uploaded files - and of course, all the next steps - such as sending a contract for review, negotiations, and finally, signing. ### Deactivating templates To prevent users from being able to draft from a particular template, it is possible to **deactivate** templates. [Learn how to deactivate a template here. ](https://help.precisely.se/en/how-can-i-deactivate-a-workflow-template?hsLang=en) ### [Next step](https://help.precisely.se/en/articles/5849142-collaborating-on-templates-and-projects?hsLang=en) - [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en) - [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en#main-content) - [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates) - [Working with References](https://help.precisely.se/en/automated-templates-documents?hsLang=en#working-with-references) - [Conditional Logic & Automation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#conditional-logic-automation) - [Formatting & Content Styling](https://help.precisely.se/en/automated-templates-documents?hsLang=en#formatting-content-styling) - [Collaboration & Negotiation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#collaboration-negotiation) - [Document Management & Versioning](https://help.precisely.se/en/automated-templates-documents?hsLang=en#document-management-versioning) - [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive) - [Control & Compliance](https://help.precisely.se/en/control-compliance?hsLang=en#main-content) - [Access & Permissions](https://help.precisely.se/en/control-compliance?hsLang=en#access-permissions) - [Approval Automation](https://help.precisely.se/en/control-compliance?hsLang=en#approval-automation) - [Monitoring & Logs](https://help.precisely.se/en/control-compliance?hsLang=en#monitoring-logs) - [Reviewer Permissions & Notifications](https://help.precisely.se/en/control-compliance?hsLang=en#reviewer-permissions-notifications) - [Security & Authentication](https://help.precisely.se/en/control-compliance?hsLang=en#security-authentication) - [Template & Draft Control](https://help.precisely.se/en/control-compliance?hsLang=en#template-draft-control) - [Precisely's AI Features](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#main-content) - [Precisely's AI Assistant](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#preciselys-ai-assistant) - [FAQs & Troubleshooting](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#main-content) - [Getting Started & Account Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#getting-started-account-settings) - [Draft & Sign](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#draft-sign) - [E-Signing](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#e-signing) - [Users & Permissions](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#users-permissions) - [Language Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#language-settings) - [General Information](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#general-information) - [Integrations](https://help.precisely.se/en/integrations?hsLang=en#main-content) - [Precisely's API](https://help.precisely.se/en/integrations?hsLang=en#preciselys-api) - [Precisely's Microsoft Outlook Integration](https://help.precisely.se/en/integrations?hsLang=en#preciselys-microsoft-outlook-integration) - [Custom SMTP](https://help.precisely.se/en/integrations?hsLang=en#custom-smtp) - [Electronic Signature](https://help.precisely.se/en/electronic-signature?hsLang=en#main-content) - [Signing Providers & Methods](https://help.precisely.se/en/electronic-signature?hsLang=en#signing-providers-methods) - [National eID Integrations](https://help.precisely.se/en/electronic-signature?hsLang=en#national-eid-integrations) - [Pricing, Privacy & Terms](https://help.precisely.se/en/pricing-privacy-terms?hsLang=en) - [New in Precisely](https://help.precisely.se/en/new-in-precisely?hsLang=en) [![Chill listening crop-3](https://help.precisely.se/hubfs/Precisely_logo_black.svg "Chill listening crop-3")](https://www.preciselycontracts.com) Precisely's Help Center Copyright © 2025, Precisely AB