Practical guide
How to draft a CPCV step by step
The promissory purchase and sale contract (CPCV) formalises the parties’ intent before deed or DPA. This guide describes the usual steps in Portugal and how Propcheckr can support drafting, without replacing lawyer, solicitador or notary.
Each deal is unique (residential, mortgage, inheritance, company). Always adapt the template to the case and seek professional review before signature.
Step by step
Gather property and party data
Identify sellers and buyers, describe the property (tax article, address, fraction) and agreed price. Collect base documents: permanent certificate, tax record, habitation licence or equivalent.
Check urban planning and charges
After DL 108/2026, assess the urban planning certificate (CTU) and the urban title mention in the contract (presented, declaration of having or not having). Check condominium debt for autonomous fractions.
Choose the CPCV template type
Standard for simple residential, mortgage variant if there is a housing loan, or models for succession/company. The template must reflect agreed suspensive conditions (e.g. bank approval).
Draft and customise clauses
Fill in deposit, deadlines, penalties and party obligations. In Propcheckr, fields are fed from the case; you can edit clause by clause before generating the document.
Internal review and validation
No online tool guarantees automatic legal validity. Your team (or mandatary) must review consistency, data and compliance with the business agreement before signature.
Signature and next phase
After CPCV signature, prepare DPA or deed per the agreed roadmap. Keep the dossier updated until the transaction closes.
CPCV: legal validity online?
Validity depends on content, applicable legal form and party capacity, not on digital generation alone. Propcheckr supports draft preparation; drafting and validation responsibility remains with professionals.
Manual drafting vs platform
Drafting a CPCV in Word means copying data between files and risking contradictory versions. A platform with centralised cases and dossier-linked templates reduces transcription errors and speeds preparation, human review remains mandatory.
Try it on a real case
Create a trial account and walk through the full flow on a sale or rental case.