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The Contracts menu on the top panel enables you to configure contract types, workflows, and email templates.
- Add contract types that are used in your organization.
- Create new templates or upload MS Word templates for each contract type.
- Edit templates online in the template editor.
- Add statuses to represent the contract lifecycle.
- Configure the workflow for each contract type to simulate the approval process followed in your organization.
- Add contract clauses and supplements that can be included in the contracts by users.
- Create email templates for email messages that are frequently sent with similar content.
Click Setup > Contracts on the side panel to access these options under the Contracts menu: