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Creating & Using Contract Templates
2025-07-31 20:58:31To 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:... -
How to Create a New Contract
2025-07-31 20:59:24Step-by-Step Process Go to:From the left-hand menu, click Contracts, then click the “New Contract” button on the top-left....