TL;DR
- Prepare reusable contract templates for bookings.
- Choose a template type and add your text or upload a PDF.
- Set the template as active so it appears when you generate documents.
Steps
Step 1
Open Commercial → Templates
Go to Commercial → Templates to review existing documents or create a new one.
Step 2
Create a template
Create a new template, give it a name, choose the type, and decide whether you will write the text in Resvo or upload a PDF.
Step 3
Add your content
Add your standard terms and review the preview to make sure the document reads the way you expect.
Step 4
Save and manage availability
Save your changes, then set the template as active or default if you want it used automatically.
Validate your work
- The template appears in the list with the correct format and status.
- When you generate a document, the template is available to select.
- Deactivated templates are no longer offered for new bookings.