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Contracts Templates

In order to make the contract process creation easier, in Perfex CRM you can create predefined HTML templates that can be used while adjusting the contract content.

Create Contract Template

1. In application/views/admin/contracts create folder templates
2. In this folder create file eq. template_1.php and eq add:
<div>
<p>THIS IS TEMPLATE CONTENT</p>
</div>

Add your template contents and save the file.

Keep in mind that you can’t add full page HTML templates with <head></head> attributes, if you need to add CSS into the template, you must add the CSS inline on the HTML attributes.

Load template

If you are using version 2.0 or above,  open some contract and inside the contract content editor Right Click and you will be able to see the menu items Template.

If you are using version below 2.0 open some contract and at the editor menu click Insert->Template

A new popup will be shown with all the templates you created, you can use here content parts or whole templates for your contracts. You can repeat the same process for an unlimited number of times and create unlimited contracts templates.

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