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