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.