Creating Contract Documents

CRM Contract Manager allows users to generate contract documents directly from the Contract Summary screen.

To generate a contract document:

1. Open the required contract.

2. Click Create Contract Document.

The system generates an Adobe PDF document using the assigned contract template and merges the attached contract clauses into the document. The generated document is automatically stored under the Documents tab of the contract.

Note

To view the Contract Document and Contract Summary, ensure that the Sage CRM Document Plugin is installed in the CRM system.

Contract Templates

Contract templates are stored in the Sage CRM Library and categorized by contract type.

During the installation of CRM Contract Manager, two contract templates are added automatically.

When a new contract is created:

• The appropriate template is copied from the Library.

• The copied template is attached to the contract.

• Any modifications made to the attached template affect only that contract.

Attached templates are available under the Documents tab and are stored in Microsoft Word (.doc) format.

Create Contract Summary

Users can generate a PDF Contract Summary Sheet by clicking Create Contract Summary from the Contract Summary page.