What's on the Contract PDF
What prints on a generated Contract: the priced order page, a full page for each drawing with the single signature line, and your Terms and Conditions page.
Written By Dennis Rodin
Last updated 7 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. 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.
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.
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. If that matters to you, hold off sending the portal link until the order is confirmed.
Confirming a quote later does not create the contract for you. A contract is only raised automatically when the order is created as a confirmed order. If you drag an existing quote forward on the board, nothing is generated afterwards. Produce it yourself from Document Generation → Generate Contract, which both downloads it and stores it on the order.
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. The Select images panel that opens when you generate the contract now lists every image on the order, not just files typed as Drawing. Reference photos, and the Cemetery Location Map saved when you pin the plot, are offered too. Sketch pages and Drawing-typed files start ticked; everything else starts unticked, so tick a reference photo if you want the customer to have it on the contract. 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 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 prints as its per-face breakdown, for example F: Polished | B: Steeled | E: Rock.
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 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.
If you see two signature areas, edit your contract text. Companies whose custom contract text was originally prefilled from MonuDesk's default still have the old Signature: ___________________________________ sentence sitting inside that text, and it prints above the new block. Open Settings → Documents, delete that line from your terms, and save. Companies on the built-in default terms are not affected.
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.
Your logo on the contract: Each office location can carry its own logo, uploaded in Settings > Office Locations when you add or edit a location, and it prints at the top of the contract along with that location's name, address and phone. A company-wide logo is uploaded in Settings > Company Profile; an office's own logo wins over it, a location with no logo of its own falls back to it, and with no logo anywhere the contract prints without one, exactly as before. Any image file up to 5MB works, and the preview sits on a checkerboard so you can see whether the background is see-through. If your logo arrived as a photo with a solid white box around it, use the background eraser on the Logo field before you save it, otherwise that box prints as a grey rectangle behind your mark. You also choose where it sits, Left, Center or Right, with a mock document preview showing where it will land; Left shifts the document title across to the right. Click the logo thumbnail itself to swap the image, or Delete to clear it. The same logo prints on every document MonuDesk generates: the quote, invoice, receipt, shop ticket, purchase order and foundation order.
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.