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,

1. Go to Setup > Templates&Forms > Contract Templates > New Contract Template.
   

Fill out the displayed form using the pointers mentioned below:

1. Enter a Template Name and add Comments about the template if any.
   
2. Click on the section, hover over a field:
   
3. Click  to mandate the field.
   
4. Click  to hide certain fields.
   
5. Click  to delete the field.
   
6. To include additional fields, drag the available/new fields from the right panel into the canvas.
   
7. 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.
   
8. 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.

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