Contracts Templates
Started 1 year ago by Thulo Support Team in Thulo Cloud
Easily create and use contract templates in Perfex CRM to streamline contract creation with predefined HTML content, enhancing efficiency and consistency.
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In Thulo Cloud, creating predefined HTML templates greatly simplifies the contract creation process.
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Create a Contract Template:
- Go to a contract, click on the Templates tab, and select Add Template.
- Enter a title and use the editor to add template content.
- Save the template.
- Go to a contract, click on the Templates tab, and select Add Template.
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Insert a Template:
- Navigate to the Templates tab, select the template, and click Insert to add its content into the contract editor.
- Navigate to the Templates tab, select the template, and click Insert to add its content into the contract editor.
Tags: contracts-templates
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