What's on the Contract PDF
What the generated Contract PDF includes - the invoice, the Additional Details box, the Terms and Conditions page, and the customer signature line.
Written By Dennis Rodin
Last updated 5 days ago
Find it on any order: open the order, scroll to Document Generation, and click Generate Contract. The contract downloads right away and a copy is saved to the order's Files section alongside your other documents.
The contract is built from your invoice with a Terms and Conditions page added at the end. That usually makes it a two-page document, but a long item list or lengthy terms can push the invoice onto more than one page, so the contract isn't always exactly two pages.
Empty fields: If you skipped optional fields when creating the order (cemetery, color, finish, size), the PDF renders Not specified in those positions instead of leaving blank space. Fill in the missing fields from Edit Order and regenerate the PDF to update it.
Page one: the invoice
The first page (or pages) is the same invoice that is generated for every order: the full line items, the finish and size columns, an optional Litho column, and the totals. On the contract the salesperson appears under a Served By label.
The money summary runs subtotal → sales tax (shown with the rate, for example "Sales Tax (5%)") → Total → Deposit → Balance still owed, so the customer sees the full price before the amount already paid.
Any drawings or sketches on the order appear on the invoice page. One drawing shows at full width, two show side by side, and three or more stack vertically. Sketches built in the Sketch & Inscription step appear here the same way, alongside any uploaded drawings.
For a full walkthrough of this page, see What's on the Invoice PDF.
The Additional Details box
Below the line items, the invoice page shows an Additional Details box (also referred to as the Order Details box) that gathers the inscription and finish details for the monument. This replaces what older contracts called the "Design Information" section.
Under a Lettering sub-header, each person is listed as Decedent 1, Decedent 2, and so on (just Decedent when there is only one). When there are two or more, they are arranged in two columns. For each person you will see:
Given Names
Surname, with " (both sides)" appended when the surname carries to both sides of the stone
Dates, shown as birth – death
Additional Text
Facing
The box also lists the monument Finishes. On multi-stone orders these are labeled per stone (for example, "Finishes: Stone A, P5 Polish"). Any empty field renders as Not specified, and a finish that is not a standard short code shows as Custom Finish.
Page two: Terms and Conditions
After the invoice, the contract adds a terms page headed with your company name and the TERMS AND CONDITIONS title. Near the top a banner reads *** PRICE DOES NOT INCLUDE ADDITIONAL LETTERING AT A LATER DATE ***.
The body is your standard monument-company sales agreement: foundation fees, payment terms, ownership, the cancellation window, interest on overdue balances, on-site engraving and weather notes, and so on. If you have saved custom contract text it renders here; otherwise MonuDesk uses its built-in default text. All values are pulled automatically from the order data you entered during the quote process.
The contract ends with a Customer Initials and signature line for the customer to sign. That signature line is what sets the Contract apart from the Quote PDF, which uses the same invoice-plus-terms layout but leaves the signature line off.
Branding footer and page numbers
Every page of the contract ends with the same footer: your company name in bold above Powered by MonuDesk, centered at the bottom, with the page number (for example 1/2, then 2/2) in the bottom-right corner.
Multiple locations: If your business runs more than one shop, the contract now pulls the contact details for the shop that owns the order, so the customer never sees another location's address or phone.
Salesperson, litho, and notes
The contract shows the salesperson, the same "Served By" name that appears on the shop ticket, so the customer can see who sold to them. It also shows any litho color and similar extra details, and the order notes you typed on the order, which give you a record of exactly what was agreed if a customer questions the order later.
Can I change the contract text?
Yes. The contract language is customizable from Settings → Documents. Edit the pre-loaded contract text with your own warranty terms, payment policies, or installation conditions. Save it once and every contract you generate from then on uses your version.
Learn more: How to Customize Your Contract Text
Important: Consult your local lawyer
The contract is a starting point, not legal advice. State laws vary, and your local regulations may require specific language or disclosures. Have a local lawyer review the contract to make sure it meets the legal requirements in your state before using it with customers.