What's on the Contract PDF
Written By Dennis Rodin
Last updated 2 days ago
MonuDesk automatically generates a contract when you create a quote using Save as Quote or when you confirm an order using Save as Confirmed Order. The contract is saved in the order's Files section alongside your other documents. You do not need to do anything to generate it.
The contract is a two-page document. The first page is the invoice. The second page is the sales agreement.
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: Invoice
The first page is the same invoice that is generated for every order. It contains all order details, line items, totals, and signature lines.
The money summary lists the full Total first, then the Deposit, then the Balance still owed, so the customer sees the full price before the amount already paid.
Learn more: What's on the Invoice PDF
Page two: Sales Agreement
The second page is a standard monument company sales agreement. It includes the customer information, order details, and terms of the sale. All values are pulled automatically from the order data you entered during the quote process.
If multiple drawings were uploaded to the order, all of them appear in the Design Information section on page one. One drawing shows at full width. Two drawings show side by side. Three or more drawings stack vertically. Sketches built in the Sketch & Inscription step are treated the same way and appear here alongside any uploaded drawings.
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.