Creating a contract template simplifies the process of setting up new contracts by allowing you to reuse predefined structures and details.
This guide will help you learn how you can set up a new template in SuperOps.
Go to Settings > Contract Templates under Contract and Billing Arrangements.
Here, you'll find a list of all the existing templates you've created.
Click the + Template button to create a new template.
4. Provide a Name and Description for the template.
5. Once done, you'll be directed to a screen displaying the different types of contracts and the delivery map.
6. Start adding contracts under this template. You can include one or multiple contracts within a single template, depending on your needs.
7. Hit save once you are done. All the contracts within the template will now be listed as shown below. You can edit this template to your preferences.
8. When creating contracts for clients, you won't need to redo all the setup work. Simply select the template you’d like to use from the dropdown menu.
9. The selected template’s details will automatically populate, ensuring a quick and hassle-free process.