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How to create contract template

Step 1: After you’ve logged into your Business manager account, it leads you to the dashboard and there you get to see the left nav-bar and a table. On the left-nav bar.

  1. click on “WORK” dropdown, It takes you to “Contract”
  2. Click “Contract”
  3. Click “Contract Template”

Step 2: Add “Contract Template”

Step 3: Enter “Contract Subject”

Step 4: Enter “Contract Description”

Step 5: Select “Contract Type” from the dropdown

OR

Click on the “Add” button to add or create a new contract type on the popup modal. Enter the name of the contract, and click the “Save” button to save or the “Close” button to discontinue the process.

Step 6: Enter “Contract Value”

Step 7: Enter “Contract Currency”

Step 8: Click “Save” to save contract template or the “Cancel” button to Cancel the process

Contract template successfully added

Updated on June 20, 2023

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