Contract/Package Templates

Create a new Template

To create a new template, navigate to “Contract/Packages” > “Manage” > “Contract Templates”. The following screen will appear:

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Press the “+” button. The grid will show a new row at the top, similar to the image below:

Key notes

  • Provide the template name for the template itself. This helps you locate the template to apply when creating a new contract/package template.
  • The contract name field prefills the “contract name” field
  • Provide the authorizations and price per type for all types.
  • The final “Total Contract value” field populates the total contract value field
  • The notes field prepopulates the notes free text field on each contract/package.

When complete, press the “Save” (Floppy Disk) icon.

Editing a template

To edit the template, double click on the template to activate edit mode. Optionally, select a template and press the “Pencil” icon.

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Existing contract/packages created using the unedited values of the template are UNCHANGED.

Delete a template

To delete a template, select the template and then press the “Trash can” icon.

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The deletion cannot be undone. Existing contract/packages made from the template will be UNCHANGED by deleting the template.