Using document templates for contracts

The contract PDF and the email send are built from a contract-type document template. Without one, the Generate PDF and Send document buttons on the contract page are disabled and a No document template warning appears.

Creating a template

1. On the contract page, click Create template in the No document template warning, or open Settings → Templates.
2. Create a template of type Contract and customise its content.
3. Once saved, both buttons on the contract page become available.

The template can include contract data such as its title, number and validity, as well as the customer's details.

Managing templates requires the settings manage permission; if you do not have it, ask your team administrator.