> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-contract-manager/user-guide/creating-contract-documents.md).

# 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.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FIbEZOID284XV1DCgy2GR%2FContract%20Document.png?alt=media&amp;token=332c1f45-bdd0-4a5e-92b6-2463e8a3d99a" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FyLIC7nt3dreI9QtHw4qR%2FDocument.png?alt=media&amp;token=80c3c862-f404-424b-a7d7-0d379420c624" alt=""><figcaption></figcaption></figure>

**Note**

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

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FsSBxTBAlYjuZbzBuMQd5%2FPlugin.png?alt=media&amp;token=9bd9bc27-199c-45e0-82d8-3b813d3f36b5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FX81H7mOtNLeP1G3xmesi%2FDemo%20Document.png?alt=media&amp;token=ee9a9869-6694-42b2-b607-1ec1e88983ff" alt=""><figcaption></figcaption></figure>

**Contract Templates**

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

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FtzNUIUdIWJw3eRrKqDKv%2FDocument%20Template.png?alt=media&amp;token=a8e77adb-2cf7-41da-a516-51e40be4c7e8" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F9sEH0r10kDKq2IRM4n6E%2FDocuments.png?alt=media&amp;token=c3a7e88d-38a6-45b9-87d9-391ac338bb51" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2Fi7iXJ9bpbsZsBLvaepEy%2FDocument%20Library.png?alt=media&amp;token=153e6035-8ee8-4104-abc5-977381ab1a55" alt=""><figcaption></figcaption></figure>

#### Create Contract Summary

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

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FhL63WKijzIbVM5bBUkRR%2FSummary%20Sheet.png?alt=media&amp;token=685ac4ba-f8c3-498f-912c-c8f28e85509b" alt=""><figcaption></figcaption></figure>
