Create a Contract Template

Zno Manager offers a quick and easy way to create contract templates that you can edit for each individual client to save valuable time.

On this page:

To get started creating your contract templates, please click here.

Then click New Template, and Contract at the top right hand side of the page.

In this screen, you will be prompted to name your contract template.

Once you have entered a name for your template, click Continue.

Here you will be prompted to input your Contract. For more information on how to create a Contract, click here.

Once you have created the contract, click Done at the top right hand side of the screen.

Once you have created the contract, you will see your new contract template listed under Templates.

Using the Contract Template

When you are ready to send your client a contract, here. You can click New Contract at the top right hand side of the screen.

After entering your client’s email, you will be prompted to either create a new contract or use one of the templates.

You can then make additional edits to this contract and send it to your client.

Please note, that if you need to delete a contract template at any time, you can hover over actions at the top right hand side of the screen.

For more information, please email support@zno.com or call us at 1-888-966-9539.