What’s new

This week we’re highlighting two new customization features: the Custom Clause Library and Custom Terms.

The Custom Clause Library gives you a home for the clause language you use most, right alongside ClickContracts’ built-in clauses. The Custom Terms feature lets you add your own sections and fields to the transaction terms that appear on every buy-side or listing-side transaction — so the details that matter to your workflow show up automatically, every time.

How it works

Custom Clause Library

1. From your main dashboard, open the left sidebar and select Clause Library.
2. You’ll see the built-in clauses under the Click tab.
3. Select the Custom tab, then click New Clause.
4. Type in a title and the clause text, then save. It’s now available whenever you need it.

Custom Terms

1. Get there one of two ways: click the gear icon next to the New Transaction button, or go to your left sidebar, select Transactions under Settings, and look for Custom Terms.
2. Toggle between Buyer and Listing side, depending on which terms you want to update.
3. You’ll see your existing term sections — like Buyer Agreement, Purchase Agreement, and Transaction Commissions. To add a new one, name your section and click Add Section.
4. Within any section, click Add Custom Field to create a new term — for example, a lead source field. Enter a title and choose a type: text, date, currency, or dropdown.
5. Save it, and the next time you open a transaction, your custom field will appear right there in the transaction terms.

Why it matters

Every brokerage tracks a slightly different set of details, and every agent has go-to clause language they reach for again and again. Instead of retyping the same clauses or tracking extra details in a separate spreadsheet, you can now build both directly into Click Contracts. That means faster document prep with the Custom Clause Library, and a transaction terms view with Custom Terms that already reflects exactly what your team needs to know — for every deal, buy side or listing side.

Let’s get you set up

Have questions about setting up your clause library or custom terms? Drop a note in the in-app chat, or schedule a live training session with our team: clickcontracts.com/ignite