How to add a contract template?

In order to make the contract process creation easier, in Radius CRM, you can create predefined HTML templates that can be used each time a contract is created.

You can create a contract template while viewing the contract by clicking on the Templates tab and then, click on the Add Template button.

Contract template ang 0
-Click the Templates tab.


-Click Add template.


-Enter the Template title that you can use to easily recognize what kind of template is.


-Use the editor to add predefined template content.


-Click Save.

Contract template ang 1
Once you created the template, you will be able to use and insert them into the editor content easily.


While on the Templates tab, for the template you want to insert, click the Insert button, the template content will be automatically injected into the contract editor.

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