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Creating a new contract template
Manish Balaji avatar
Written by Manish Balaji
Updated over a week ago

  1. Go to Modules > Contract Templates. You’ll see a list of all the templates you create here. Click the + Create button to create a new template**.**

  2. Give the new template a name, a description, and start adding items under the respective categories. (Click here to learn more about the different contract categories and what they do.)

Creating a contract template.png

3. Click save once you’re done filling it in to create the contract template.

4. Add it to a client by going to Modules > Clients > Selecting a specific client > Contracts tab.

Adding a contract template.png

5. Click the drop-down and select the template you’d like to add, and everything below will get populated automatically.

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