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