Configure Contract Templates

Some organizations send contracts out to formalize and confirm group orders and facility rentals. If your organization uses contracts as part of your group sales process, you must complete a number of configuration tasks before you can create personalized contracts for group reservations.

First, you must edit the preconfigured contract templates included in the system to meet the needs of your organization or create new contract templates. Each template is a mail merge document created in Microsoft Word. The templates use data fields that are included in the body of the contract letter to pull specific order data from your database and display it in the contract. For more information about the fields that can be added to a template, see Contract Template Data Fields.

After you configure or add templates to use for your contracts, you set contract defaults. With the default settings you can require a contract for all group orders and set defaults that determine when a signed contract is due. Additionally, you can select a default contract template to use. For more information, see Configure ContractDefaults.