✍️ Contract templates
New tab in the “Contracts” area to allow the creation and editing of templates for contracts which can be used to quickly create new contracts with predefined data and settings.
Templates can be created either as a new blank template, or based on an existing contract.
Access to create and edit templates is controlled by the company level “Create new contracts” permission (same behaviour as for other templates).
Contract templates have a type, just like existing contracts - either “Legacy” or “Full workflow” - which affects how a contract will progress once issued.
This can be selected when creating a blank template, or will be automatically set when creating a template based on an existing contract.
When a template is created from an existing contract
Only the latest active/agreed version will be used - earlier versions will be ignored.
For contract documents - only original buyer-uploaded files will be imported (not signed documents)
Some aspects are limited or disabled due to the nature of a template
Templates cannot be linked to individual requests
“Fixed date” for milestones can be chosen as an occurrence setting, but actual dates cannot be set.
Team and user permissions cannot be set as part of a template.