Customize Your Contracts and Agreements
Cake's standard templates are fully editable. You can customize wording, add clauses, and configure variable tags for stock option grants, fundraising documents, and transfers.
Understanding variable (merge) tags
Each template uses variable tags that automatically populate with data from your Cake account, like a stakeholder's name, number of options, or vesting schedule. Tags follow this format: [[ variable_name ]]
Keep tags where you want individual stakeholder details to appear automatically in each offer
Replace a tag with static text if you want the same wording for all recipients
Insert a new tag by placing your cursor where you want it, then clicking the tag insert button in the editor toolbar
Edit a template
Go to Documents → Templates.
Find the template you want to edit and click on its name.
Click Edit to open the contract editor.
Make your changes, update wording, add clauses, or adjust variable tags.
Click Save when done.
Edit an Equity plan templates (Grant Letters, Plan Rules, Resolutions):
Go to Plans → Options (or RSAs or RSUs) and click View pool.
Scroll to the Contracts section.
Click on the template you want to edit.
Click Edit to open the contract editor.
Make your changes, update wording, add clauses, or adjust variable tags.
Click Save when done.
What you can and can't change
You can edit all visible text, clauses, and formatting
Variable tags can be added, removed, or replaced with static text
The overall document structure (headers, signature blocks) is preserved by the contract editor.