Sales

Contract Templates Not Showing Up

If you are building a proposal and attempting to select one of the existing Contract Templates in your ASG account, but do not see it as an option, you need to configure the Proposal/Contract Contact Info for that template. 

  1. Click on your Name in the upper right corner

  2. Choose My Account


  3. Click the Templates tab


  4. Input your header information into the Proposal/Contract Contact Info text box next to the template logo you're wanting to select on the proposal edit screen


  5. Save your changes and navigate back to the proposal to select this template