Contract Templates act as the basis for how your generated Contracts will look and feel. All of the formatting, non-dynamic content, and styling of a Contract will be based on the Template used to create it. You can create as many Contract Templates as you like, and any existing Templates can be edited, viewed, or deleted at any time by navigating to Office–>Contracts–>Templates. Additionally, you can use placeholders inside a Contract Template to use the built-in digital signature functionality, if you want to allow your clients (and yourself) to eSign the Contract.
Modified on: Mon, 11 Sep, 2017 at 10:43 AM
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