Video Walkthrough
Steps to create a template for the Contracts section:
Navigate to the Templates page from the left sidebar and click Contracts.
Click the + New template button on the top right corner of the page and select Contract template.
This will load the New contract template page.
For the "Template Name", this is where you can name the template so it's easy to find later if you have more than one in the system.
For the box below, you can type from scratch or copy & paste any desired contract details. The box also has rich text editor abilities as well as the personalized token options to really customize the contract so it will go out and grab data from the rest of the event proposal such as the person's name so it won't have to be manually entered each time.
Don't forget to save your work! We have a create button on the top right of the page.
We'll also share a warning message if you try to navigate away without saving.
How do I use my newly created Contract Template?
Navigate to the Events page and select the event where you would like to use a template.
Click into your Workroom
Click Contracts from the navigation bar across the top.
Locate and click the Plus button towards the top center of the screen.
A pop up box will appear. Select the template from the listed options and click the Continue button to add it to the event.
You're good to go! The template will now be in place and feel free to make any edits to customize it for this particular proposal as needed.
Note: Making changes to the template once it's placed within a proposal will not change the template. To make changes to the template, please navigate back to the Templates page.