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Contract Template Management

Contract templates streamline the creation of standardised agreements. Tourism operators can save time and ensure consistency by using templates for booking agreements, partnership contracts, and service agreements.

Hayden Zammit Meaney avatar
Written by Hayden Zammit Meaney
Updated over 2 months ago

Contract templates streamline the creation of standardised agreements. Tourism operators can save time and ensure consistency by using templates for booking agreements, partnership contracts, and service agreements.

Accessing this feature

Go to Trade > Contracts > Templates

How to use it

Creating a new contract template

  1. Go to Trade > Contracts > Templates.

  2. Click Create.

  3. Enter the template details, including name, description, and content.

  4. Click Save.

Using a contract template

  1. Go to Trade > Contracts > New.

  2. Select a template from the dropdown menu.

  3. Review and modify the contract details as needed.

  4. Click Save.

Editing a contract template

  1. Go to Trade > Contracts > Templates.

  2. Click on the template you want to edit.

  3. Make your changes.

  4. Click Save.

Deleting a contract template

  1. Go to Trade > Contracts > Templates.

  2. Click the Delete button next to the template you want to remove.

  3. Confirm the deletion.

Tips

  • Use clear and concise language in your templates.

  • Regularly review and update your templates to ensure they remain relevant.

  • Consider creating different templates for different types of agreements.

Need help?

For further assistance, contact us at [email protected]

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