On this page, you can bulk generate contracts (in PDF format) from the templates that you have saved to the system. You can also find here an overview of bulk-generated contracts. In the Client card, bulk-generated contracts can be identified according to the icon displayed in the Bulk contract column - .
+ Create bulk contract for more clients
If you want to bulk generate contracts, you have to choose a contract template and select clients for whom the contract is to be generated using the predefined filters (Active service, Tariff, Invoice group, Client group, Client status).
Name | The name of a bulk-generated contract |
Contract type | It can be set in Settings Contracts Types. |
Template | It can be set in Settings Contracts My templates - you can make use of system variables in a template. |
Description | Your own description of a bulk-generated contract |
Active service | The active service filter - the active service for which a bulk-generated contract is made. The number of contracts generated = the number of instances of a given active service in a given client. |
Tariff | The Tariff filter. This option appears only after you have selected a particular active service. |
Invoice group | The Invoice group filter |
Client group | The Client group filter |
Client status | The Client status filter |
Overview of bulk-generated contracts
- In the overview, you can see who generated these contracts and when.
- You can also have the system show you all the clients for whom such a contract was generated - by clicking on the number in the Number of contracts column.
- When you click on
/
, a given contract will appear.
- When you click on Reload, the listed contracts will be generated again. This might be useful, for example, when a certain contract template has been changed.
- You can remove contracts from the Client card by clicking on
.