How To: Create an Agreement Template

Edited

Before creating your first agreement, you will need to establish a template. These generally serve as pre-formatted documents that contain the standard clauses and sections used in your contract. By using templates, you can quickly generate new agreements with all the necessary information.

1. Click Settings > Contracts > "+ Create Template" > Agreement Template

2. Name your Agreement Template

3. Type or Paste in your Content > Click "Create"

Was this article helpful?

Sorry about that! Care to tell us more?

Thanks for the feedback!

There was an issue submitting your feedback
Please check your connection and try again.