Contracts and documents
Use contract templates
Use contract templates in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goContract → Insert Template
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for use contract templates, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Contract → Insert Template in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Customer, Subject, Contract value, Start and end dates.
- Then check Contract type, Contract content, Signature/renewal status. Use verified information and do not fill optional values with placeholders.
- Work through Use contract templates using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Customer
Subject
Contract value
Start and end dates
Contract type
Contract content
Signature/renewal status
Checks before you finish
- Check parties, effective dates and renewal dates.
- Review final client-visible content before signature.
- Do not remove signature evidence without approval.
- Confirm signed document and activity trail.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.