What?

What are Smart Templates?

Smart Templates turn standard Word documents into intelligent, fillable templates. Instead of manually editing placeholders or clauses, you can set up a Q&A for your document's variables - so you only need to answer key questions once and they will be adjusted everywhere in your document. You simply highlight words in Word and let ClauseBuddy handle the rest.

A Smart Template is built by combining highlighted text with interactive questions. The result: users only need to answer a short questionnaire to generate a complete, tailor-made contract.

Behind the scenes, you define:

• Placeholders: Cyan highlights indicate where custom input is needed.
• Conditions: Add logic to show or hide specific text.
• Questions: Build a guided Q&A, so users provide only the necessary custom input.
• Predefined answers and logic: Guide users with predefined answers and instructions.

Smart Templates work seamlessly inside Word and ClauseBuddy’s web interface. You can test, save, and even share them with colleagues or clients through a simple link, no technical knowledge required.