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How to send contract to client using Template?
Now Create and send contracts to clients in minutes: Go to Contracts tab, use a template, edit, map fields, and request details. Fast & easy process!
- Go to Client section.
- Navigate to Contracts tab.
- Click on create contract (Blue + button).
- Select "Use Template"
- Select any template from the options.
- Edit name and description of template and click on Submit.
- Map the fields by Drag and drop form fields to the contract form.
- Click on "Ask client for Details".