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My Templates

You can create your own contract templates in Settings Contracts My templates by clicking on .

A contract template is basically a normal contract in RTF, DOC or DOCX format that you have on your PC (created, for example, by MS Word, Libre Office or Open Office). Create it to your liking (including images, logos and stamps). Make sure that the images included are not too big (because the template size as well as the contract size will increase accordingly).

However, instead of using concrete client or service data, you make use of so-called system variables, which are then replaced with them. Once you are done, you can save your creation to the system as “Own template”. If you have set the pdf_automatic_convert key to 1 in Settings Syst. settings General, then contracts will be automatically converted to PDF once you save them.

 

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