To begin, navigate to the Marketing section via the left-hand menu, and then proceed to the Templates section.
To create a new agreement template, click the +New button in the upper right corner of the Template listing page.
Template Name: You must fill in a name for the template.
Template Type: Select a template type from the dropdown to define the broadcast channel. Options include email, quote, invoice, agreement, etc.
Subject: Write the subject line for your template.
Insert Variables: To add variables to the template body, select the required modules and fields from the dropdown menus.
All Categories: Use the predefined templates to help you get started.
Save: Click the Save button to complete the process.
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