Contract Template Integration in Dash SaaS - WorkDo.io

Contract Template Integration in Dash SaaS

Introduction

Introducing our Contract Template Module, a powerful tool meticulously designed to enhance your Contract management experience. In the ever-evolving landscape of Contract management, efficiency, and consistency are paramount, and this module is here to deliver precisely that. It empowers you to effortlessly create, save, and convert Contract templates into active Contracts, taking your Contract management to the next level. With the ability to define Contract structures, tasks, milestones, and key parameters, you can easily tailor templates to your specific needs. The customization options allow you to fine-tune templates, making them perfectly suited to your Contract requirements. Whether you need to save time, reduce manual data entry, or maintain a consistent Contract structure, our Contract Template Module is your key to efficient and error-free Contract management, all while retaining the flexibility to adapt to the unique demands of each Contract.

Workflow

Installation:

Step 1: Super Admin Access

Before you dive into the installation, ensure your super admin has system access. Follow these steps:

  • Head to the “add-on manager” section in the super admin dashboard.
  • Initiate the setup process by clicking the “+” (Module Setup) button.
  • You will be prompted to upload the ZIP file for the “Contract Template Module.”
  • Remember to enable the module once the setup is complete, making it accessible to other users.

Step 2: Company Settings Steps

Once the super admin enables the Contract Template Module, company admins can proceed with the setup. Here’s how:

  • Start by visiting the “subscription plan” page and selecting the relevant “usage plan.”
  • Purchase the Contract Template Module.
  • Once you purchase the add-on, find out the Contract template add-on in the menu.

Step 3: How to use the Contract Template Add-on.

  • After that, you will be able to convert your Contracts into Contract templates.
  • Just click on the three dots and select the save as template button and your Contract will be saved as a template.
  • All the details related to that Contract like tasks and comments will be copied to the template so that you can view it easily.
  • After saving the Contract as a template you can also convert it into a Contract.

So, this is how you can have access to the Contract template add-on.

Need more help ?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

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