How do I Customize the PDF Templates in the Contracts App?

Updated on June 28, 2017 02:19AM by Admin

The Contracts App offers an incredible feature that lets you to make your own custom templates, which can be used to generate the PDF versions of your contracts created. Specific to your business requirements, you can customize the PDF template. The PDF builder offers you to build a template in an easy and efficient way.

Steps to Customize the PDF Templates

  1. Go to the Contracts App.
  2. Click on “More (...)” icon -> “Settings” -> “Contract Integration” -> “CRM” -> “Opportunities”.
    contracts opportunity integration
  3. Slide the toggle ON to enable the contracts for your business deals.
    enable contract integration
  4. Now, click on the “Create” button found. (Note: Only if the Enabled option is toggled ON, you can view the Create button)
    click on create
  5. Enter the name in the “Template” field.
  6. Customize the template accordingly, by clicking on the preferred attributes from the right panel as shown:
    click on create
  7. Click on “Create”.
  8. Now, create a new contract or select an existing contract.
  9. Click on the “Template” tab present next to the Overview.
  10. Select the above created template from the “Contract Template” drop down.
    select contract template
  11. Once selected, click on the “Print PDF” found in the “Overview” page as shown:
    print pdf
  12. The customized PDF will be downloaded successfully.
    contract pdf

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