Use contract templates
Reuse approved wording when drafting a new or existing contract. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goContract → Insert Template
Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What you’ll accomplish
Reuse approved wording when drafting a new or existing contract. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Follow these steps
- Start from Contract → Insert Template and open the relevant record or view.
- Verify that the record is in the correct status and that you have permission to perform the action.
- Check the related customer, dates, amounts, recipients and attachments before continuing.
- Select the action described by “Use contract templates” and complete the displayed options.
- Preview client-facing content or the resulting document where Britixo CRM provides a preview.
- Verify the action and wait for the success message before leaving the page.
- Check the activity timeline, status, email queue, gateway or generated record to verify the outcome.
Fields and decisions to review
CustomerCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
SubjectCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Contract valueCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Start and end datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Contract typeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Contract contentCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Checks before you finish
- Verify authorised signatories.
- Check dates and renewal terms.
- Do not clear a signature without an approved reason.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentcredit notecheckapprovalclient portalnotificationsemailcustomers
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