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Generate Contract
You can select a document template and generate a contract.
When you select a template and click Generate Document action button, a document is generated using the template conditions, mappings, and so on. A new version of the contract document is generated. The contract document view is read-only. You can select the format to view or download the contract - Microsoft Word or PDF. Typically, you want to save a contract as a Microsoft Word document so others can edit it, if necessary. After all the parties agree on the contract, you can import the contract document as a Word or PDF file.
- On the Contract record details page, from Select template, select a template to generate the document.
- Click Generate Document.
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