What's on the Contract PDF

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. An order has one current contract: generating it again replaces that copy rather than stacking a second one beside it. The earlier contract is removed once the new one is safely stored, and the replacement is labelled with its version, so the second reads V2 Contract and the third V3 Contract. The first generation is unmarked. Quotes and invoices work the same way; receipts and purchase orders still stack.

When you save an edit to an order that already has a contract, the edit confirmation lists every change and offers an Update the [documents] to match checkbox. Ticked, MonuDesk regenerates those documents with the new figures and the new version replaces the old one in the Customer Portal. Unticked, the stored documents keep the old figures.

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. A long item list continues on the next page under a repeated header row, and the totals stay together. Descriptions and notes print exactly as typed, with their line breaks and spacing.

When the contract is created

By default, creating an order produces a contract at the same time, even while it is still a quote. That means a customer who opens the customer portal on an unconfirmed quote can see an agreement for work they have not agreed to yet. To prevent that, switch on Only create the contract once the order is confirmed under Settings → Customer Portal. An unconfirmed quote then produces no contract, so the family sees only the quote until you confirm. You can still generate a contract by hand at any time.

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, and the header shows the Order Number where the invoice shows its Invoice Number.

Stones print first, then services, then accessories. When an order carries two or more stones or services between them, every group gets its own heading: STONE A, STONE B (just STONE when there is only one stone), each service under its own name or SERVICE A, SERVICE B (just SERVICE when there is only one), and ACCESSORIES. An order with one stone and no service, or one service and no stone, prints no group headings. The header's Order Type lists what the order holds, for example Monument and Services, or Accessory on an accessory-only order.

A service-only or accessory-only order prints no stone line. Accessories added to a service order (a vase, photo, etching, urn, QR code or vault) print on the contract and count in its total, and an order that sells only accessories bills each accessory on the contract. An enabled urn, QR code or vault row with no name, material, size or capacity and a $0 price is left off.

A stone's die and its base print as two separate lines by default: the stone row and a Base row, each with its own colour, size and finish. The two lines add up to the stone's total, the die price plus the base price, so printing them separately does not change the totals on the contract. A stone that also carries a sub-base prints as one stacked row instead (Die / Base / Sub-base), and a stone with no base price stays on one line whatever the setting says.

The base price itself is typed into the Base field beside Stone in the order's pricing panel, which appears once the stone has Base On and at least one base dimension entered.

A Slant Marker can carry a Top shape, Flat Top or Serp Top, picked on the Items & Configuration step. It prints on the contract and the shop ticket in the Finish column, behind the finish, so the shop cuts the right top.

The choice behind the layout is How stones are itemised on the Settings → Stone Itemisation page. It has two dropdowns: Standard stones, covering uprights, slants, bevels, markers, ledgers, footstones, bronze, benches and corner posts, which defaults to Two lines; and Custom stones, the ones you build from scratch, which defaults to One line. The format is stamped onto the order when the order is created, so a contract your customer already holds keeps the layout it was printed with even if you change the setting later. A company that never prices a base sees no change to its contracts.

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. The Select images panel that opens when you generate the contract lists every image on the order, not just files typed as Drawing, and it opens even when the order carries a single drawing. Sketch pages and Drawing-typed files start ticked; reference photos start unticked while the order carries artwork, so tick one if you want the customer to have it on the contract; on an order with no artwork every listed image starts ticked. A saved Cemetery Location Map is offered separately, under a Cemetery location map heading, with neither of its two views ticked to begin with. The same panel includes a Notify the customer checkbox: tick it and the client is emailed a link to view the finished contract.

For a full walkthrough of this page, see What's on the Invoice PDF.

The Lettering Service box (service orders)

On an order with a service, the contract prints the lettering work order in a Lettering Service box below the totals, so the family signs for exactly what will be cut. It comes from the Lettering & Inscription card on the Service tab, in plain wording instead of the shop ticket's headings:

• Stone: the details that identify the memorial, such as the family name, stone type and stone color.

• To Be Engraved: every line ticked Engrave this, the inscription, and the Inscription Location.

• Reference — Not Engraved: the names and dates already on the stone, left unticked on the card.

The box prints whether or not the contract carries drawings, and it lists every person on the work order. A decedent the box already covers in full is not repeated in the Additional Details box. When the box does not fit under the totals it starts on a new page. On an order with more than one service, each service's lettering work order prints in its own box, labelled with that service's name or letter. The quote, invoice and receipt do not carry it.

The Additional Details box

Generate the contract without any drawings on it — untick them all in the picker, or tick only the cemetery location map — and an Additional Details section prints below the line items in place of the drawing pages, gathering the inscription and finish details for the monument. This replaces what older contracts called the "Design Information" section. A contract that carries drawings does not print it.

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

Only fields that carry text are printed, and only the inscription text: engraving styles stay on the shop ticket. A stone finish that is not one of the standard short codes joins the box as a Finishes: line, prefixed Stone A — on a multi-stone order, and prints as its per-face breakdown, for example F: Polished | B: Steeled | E: Rock. A free-text etching description prints as Etching (style): description. With nothing at all to show, the section is left out.

Design Notes print here too, below the Lettering box, and the Contract is the only customer document that carries them: the quote, invoice and receipt do not. When every decedent shares the same note it prints once under Design Notes:; when they differ, each prints under Design Notes — [decedent name]:, or Design Notes — Plot 1: where the plot carries no name. A long note flows across pages. You type design notes in the Design Notes field on the Sketch & Inscription step, and can edit them later in the order's Notes & Files tab, where each plot's note shows as a Design Notes pill.

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.

Companies in Germany, Austria and Switzerland get German contract terms instead, whatever language the company works in. Those terms have no cancellation window, and late payment draws statutory default interest ("Bei Zahlungsverzug gelten die gesetzlichen Verzugszinsen", or "Statutory default interest applies to late payment" on an English contract). The terms follow Country in Settings → Company Profile, and for these companies the Custom contract body in Settings → Documents starts from the same German terms.

No right of withdrawal (Germany). For a company in Germany, the contract for an order with a stone prints a Widerrufsrecht section after the terms, starting "Für diesen Vertrag besteht kein Widerrufsrecht." On an English contract it is headed Right of withdrawal and starts "There is no right of withdrawal for this contract." It prints under your custom contract text too. Service-only orders (cleaning, repairs, added lettering) do not carry it, and neither does the quote.

The contract ends with a two-party signature block headed ACCEPTED AND AGREED: a ruled Purchaser Signature row and a ruled <Your company> - Authorized Signature row, each with its own shorter Date rule beside it. If the block will not fit in the space left on the page it moves to a fresh page rather than being squeezed in.

That block is what sets the Contract apart from the Quote PDF, which uses the same invoice-plus-terms layout but does not get it. On the built-in default terms the Quote keeps only the plain old Signature: ______ line.

The block is drawn by the document itself, not by your editable contract text, so a company that has rewritten its terms still gets a correctly laid out signature area and cannot delete it by accident.

Accepting online. The family can also accept the order in the customer portal, on any open order, quote stage included. They open Accept Your Order, type the purchaser's name and press Accept & Sign. The person assigned to the order gets the notification "Customer [name] accepted the contract on order [number]", and the Activity Timeline records it. Assign each order to someone so the notification reaches a person.

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.

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

Related articles:

• What's on the Invoice PDF

• What's on the Receipt PDF

• What's on the Shop Ticket PDF

• How to View and Download Documents