# Deal terms Help Center | LeasePilot [Help index](/resources/help#step-throughs)03 · Draft Step-through # Deal terms Fill structured fields on the right; the document on the left re-writes itself. Workflow Draft Format Interactive demo Read time 3 min Interactive demo loading Fig. 01Deal terms Most lease drafting still happens by typing into a Word document: change the tenant name in twelve places, hope you didn't miss one, copy-paste a clause and pray its cross-references still resolve. Deal Terms is the structured side of that. You fill named fields on the right; the document on the left re-writes itself, with every value landing in every place it should. ## 01What's on the screen Open any document in LeasePilot. The right panel shows three tabs across the top: - **Deal Terms** (default) — the form view of the lease. This page. - **Clausebook** — the firm's library of negotiated language, ready to drop in. See [clausebook](/resources/help/demos/clausebook). - **Autopilot** — automated drafting from imported context. See [Autopilot](/resources/help/demos/autopilot-intro). Deal Terms is organized into collapsible cards. The cards and fields inside them are built around the way \_your\_ firm thinks about a deal — same vocabulary, same groupings, same order. A drafter shouldn't have to translate between an internal mental model and what the platform asks for. A retail-focused team's cards (\_Tenant\_, \_Premise\_, \_Term\_, \_Rent\_, \_Options\_, \_Restrictions\_, and so on) look nothing like an industrial team's or a ground-lease team's, because the underlying deal structure is different. The platform isn't a fixed form trying to fit every portfolio; it's your forms, organized. ## 02How the fields work Each control inside a card is wired to a piece of the document. Change a value, the document updates immediately. The control type matches what the field actually is — these are the kinds of inputs the platform supports, mapped to whatever your forms need: - **Text** for names, descriptions, free-form prose. - **Number** for square footage, dollars, percentages. - **Date** for effective dates, option windows, expirations. - **Checkbox** for binary toggles (\_Tenant has a guarantor: yes/no\_) that often unlock or hide entire sections. - **Radio** for one-of-a-set choices (\_Lease Type: Triple Net / Modified Gross / Full Service\_). - **Dropdown** for closed lists you've curated (\_Entity Type\_, \_State of Formation\_). Behind every field is the conditional logic your firm's drafting decisions actually depend on, encoded during onboarding. A \_yes\_ on a checkbox can pull in three new sections elsewhere in the document. A change to a single date can recalculate every downstream date that depends on it. The legal judgment behind those rules is yours; the platform just executes it, on every keystroke, the same way every time. ## 03Finding your way around The panel grows as your portfolio's complexity grows. A few shortcuts make it manageable: - **Find in deal terms** — the search box at the top of the panel jumps to a field by name. Useful when you know a term exists but not which card holds it. - **Occurrences in the document** — when a deal term lands in multiple places, the document panel shows \_Occurrences 1 of N\_ at the top with **Previous** / **Next** controls. Step through to verify every place a value applied. - **Import Deal Terms** — at the very top of the panel. Pulls structured terms from an LOI or term sheet so you don't type them in by hand. See [import deal terms](/resources/help/demos/import-deal-terms). > Note**Don't edit the document directly when a deal term will do.** The document is a real editor and you can type into it; that's covered in [text editing](/resources/help/demos/text-editing). But if a value is governed by a deal term, hand-edits to that value will be overwritten the next time the encoded logic re-evaluates that section. Use the field, not the keyboard. * * * The starting values that fill these fields when you open a new draft come from [per-building defaults](/resources/help/demos/per-building-defaults). For prose that \_isn't\_ governed by a deal term (a custom recital, a negotiated paragraph, language a counterparty asked for), see [text editing](/resources/help/demos/text-editing). See also ## Adjacent step-throughs [Full index](/resources/help#step-throughs) 1. [01 Per-building defaults Different deal terms default per building, so new drafts start with the right values automatically. Admin](/resources/help/demos/per-building-defaults) 2. [02 Clausebook Your fallback language, organized inside the document, one click to insert. Draft](/resources/help/demos/clausebook) 3. [03 Text editing Write and edit prose the way any document editor should. Draft](/resources/help/demos/text-editing) 4. [04 Import deal terms Upload an LOI or term sheet; LeasePilot reads it, applies the terms it finds, and asks you to confirm each one. Extract](/resources/help/demos/import-deal-terms) 5. [05 Autopilot A chat panel inside the document for drafting suggestions, revisions, risk callouts, and quick questions. Automate](/resources/help/demos/autopilot-intro) Sign-off ## See it on your forms, not a generic demo. A 30-minute walkthrough, built around your forms, your clauses, and your deal logic. [Schedule a demo](/demo)[Already on LeasePilot? Contact your team](/company/contact?type=support)