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How do I create a contract?

Maxime
  • Updated

It is very simple to create a contract. You only have to follow the next steps:

  1. Click on Contracts submenu from CRM module and click on Purple.Create
  2. Add an Account and his Address and Contact.
  3. Add and select the desired informations. You can also add content to contract.Create
  4. Change PDF options if you need and click on Save.Create

Your contract can be based on a deal or installation, as you saw at step 2 and 3 image, installations and deals can be selected from the field created for them.