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In order to make the contract process creation easier, in Perfex CRM you can create predefined HTML templates that can be used each time a contract is created.
Create contract template #
You can create a contract template while viewing the contract by clicking on the Templates tab and then click on the Add Template button.
- Click the Templates tab.
- Click Add template.
- Enter the Template title that you can use to easily recognize what kind of template is.
- Use the editor to add predefined template content.
- Click Save.
Insert template #
Once you created the template, you will be able to use and insert them into the editor content easily.
While on the Templates tab, for the template you want to insert, click the Insert button, the template content will be automatically injected into the contract editor.
