Contract Templates
Configure templates for frequently created contracts. Using the template, technicians can also easily add a new contract with pre-populated fields.
To add a new contract template,
To add a new contract template,
- Go to Setup > Templates&Forms > Contract Templates > New Contract Template.
Fill out the displayed form using the pointers mentioned below:
- Enter a Template Name and add Comments about the template if any.
- Click
on the section, hover over a field:
- Click
to mandate the field.
- Click
to hide certain fields.
- Click
to delete the field.
- To include additional fields, drag the available/new fields from the right panel into the canvas.
- The first section cannot be deleted since it contains default fields. The default fields, such as Contract Name, Contract Type, Contract Cost, etc., also cannot be deleted.
- Click Save.
Contract Templates List View
From the contract templates list view, you can edit, disable, delete or copy an existing template. Click 
and select the respective action.
You can make a template as default by clicking the 
icon beside the template.