Creating Contract Drafts

DealView's drafting module lets you create new contracts using templates or from scratch. Drafts include AI-assisted variable filling and a review workflow.

Accessing Drafts

1. Click Drafts in the sidebar
2. View your existing drafts or create new ones
3. Filter by status: Draft, In Review, Approved, or Finalized

Creating a New Draft

From a Template

The recommended approach for consistent contracts:

1. Click New Draft button
2. Select From Template
3. Browse or search available templates
4. Choose your template
5. Click Create Draft

The template's content and variables are copied to your new draft.

From Scratch

For unique contracts:

1. Click New Draft button
2. Select Blank Draft
3. Enter basic information:
   • Draft name
   • Contract type
   • Counterparty (optional)
   • Deal value (optional)
4. Click Create Draft

Draft Information

Each draft includes:

Draft Statuses

Drafts progress through these stages:

Editing Draft Content

From the draft detail page:

1. Edit text directly in the editor
2. Fill in variable placeholders ()
3. Use AI assistance to suggest values
4. Save changes frequently

Using Variables

Variables are placeholders that get filled with specific values:

• Format: {{variable_name}}
• Examples: {{party_name}}, {{effective_date}}, {{contract_value}}
• Fill manually or use AI assistance

The draft page shows a variable completion tracker (e.g., "12/15 variables filled").

Next Steps

After creating a draft:

1. Fill variables with AI assistance
2. Submit for review
3. Finalize the contract

Related Articles

• Using Templates
• AI-Assisted Drafting
• Draft Review & Approval