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Create a contract in Intelliplan

The first step for creating a contract differs a bit depending on the contract type and your starting point. 

Note:

In this article, we will show the process for creating an employment contract in Intelliplan.

  1. First, find a contact.
  2. On the contact card, you'll see an option marked Contract- click and the list of signed and pending contracts appear.
  3. To create a new contract- click on the +. A list of available templates will show- choose the appropriate template
  4. Fill in the required details and save.

Click on show

Enter your contract and send!


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