Setup
Document templates
You build a library of your own contract templates in DOCX format with placeholder mapping. Onboardly fills in employee data in them when generating a contract. Alternatively, you use PandaDoc templates.
Your own DOCX templates
You upload a contract template in DOCX and map its placeholders to data fields. Onboardly suggests the matches — auto-mapping is AI-assisted, and you confirm or correct the assignments.
- 1You upload a DOCX file with the contract template.
- 2You map placeholders to data fields — with AI suggestions (auto-mapping).
- 3You review a preview of the filled-in template.
- 4If needed, you replace the file with a new version.
Templates per contract type
You keep templates separately for each contract type:
| Contract type | Short name |
|---|---|
| Mandate contract | zlecenie |
| Employment contract | UoP |
| B2B contract | B2B |
| Contract for specific work | dzieło |
Plan-dependent availability
Plan-dependent
The number of templates depends on the plan: lower plans allow 1 template per contract type, higher plans — multiple templates within the same type.PandaDoc templates
Instead of your own DOCX, you can connect a PandaDoc template by providing its Template ID. Onboardly then generates the document based on the PandaDoc template.
Once you've configured your templates, move on to generating and signing contracts — this is described on the Contracts and e-signature page.
Related: Contracts and e-signature · Settings and providers