Creating & Using Contract Templates

To simplify contract creation in Perfex CRM, you can use predefined HTML templates—saving time and ensuring consistency across all contracts.

✅ How to Create a Contract Template:

1. Open any existing contract

2. Click the “Templates” tab

3. Click “Add Template”

4. Fill in:

   • Template Title – Give it a name that’s easy to recognize

   • Editor Content – Enter the reusable contract content (HTML supported)

5. Click “Save”

✨ How to Use a Contract Template:

Once saved, you can easily use your templates when drafting new contracts:

1. Go to the Templates tab

2. Click “Insert” next to the template you want to use

3. The content will be automatically injected into the contract editor