Contract Templates in CRM Leaf: Setup and Usage Guide

A contract template in CRM Leaf is a pre-designed, reusable format used to create contracts quickly and consistently. It includes standard sections such as terms, conditions, and formatting, which can be customized as needed for different clients or projects.

Purpose of a Contract Template:

• Saves time by eliminating the need to draft contracts from scratch.
• Ensures consistency in language, structure, and legal terms across all contracts.
• Reduces errors by using a verified, pre-approved format.
• Improves efficiency in managing high volumes of contracts.

When to Use It:

• Use a contract template when creating similar agreements for multiple clients, such as service contracts, retainers, or project-based agreements.
• Simply select the template, fill in the client-specific details, and generate the contract.

How to Add a Contract Template?

Adding a contract template in CRM Leaf allows you to create standardized agreements that can be reused across multiple clients and projects. This improves efficiency and ensures consistency in contract creation.

Steps to Add a Contract Template

1. Contract Details
Subject: Enter a clear title for the template (e.g., “Standard Service Agreement”).
Description: Provide a brief overview of the template’s purpose or usage scenario.

2. Contract Type:Choose the type of contract (e.g., fixed-term, retainer, project-based) that the template applies to.

3. Contract Value:Define the default contract value to be used as a reference (can be adjusted when generating the actual contract).

4. Currency:Select the currency in which the contract value is defined.

Export Contract

The Export Contract feature in CRM Leaf allows you to download contract records for reporting, sharing, or backup purposes. It ensures you can access contract data outside the system when needed.

Purpose:

• Generate contract reports for audits, reviews, or team use.
• Share contract summaries with stakeholders in a standardized format.
• Create offline backups of important contract data.

How It Works:

• Select one or multiple contracts from the list.
• Click the Export option.
• Choose your preferred file format (e.g., Excel or CSV).
• Download the file to your device.