Contract Templates

We recognize that at times, you may have a specific contract that applies to many of your clients, or alternatively, you may want propose that contract in a project for your client.  With this in mind, Lifecycle Insights allows you to create a contract template that can be re-used for another client and/or project at a later point in time.


Creating a Contract Template

You can create a contract template from any contract that has already been created in LCI.   To create a template, you must be on the Contracts List page.  When viewing a list of your contracts, you will notice a Template column (last column in the Contracts List).


template button location


Find the contract that you want to base a template off of, and click the Template icon for the corresponding row.  Once you click on the icon, you will be presented with a modal to name the template.  Name it something meaningful as you will be recalling that later when creating a new contract.


save as modal


Click the Save button.


Using Contract Templates


After you have created at least one Contract Template, you can now use it when either 1. Creating a new Contract; or 2. Creating a New Recurring Cost on a Project.


Using Contract Templates when Creating a New Contract


1. Go to the Contracts List page

2. Click Add New Contract/Subscription button

3. When you do this, the Contract form will show.  At the top, you will see Load From Template.  Click on that button and you will be presented with a list of templates that you created.   Select the template you want to base the new contract off of.  At this point, the Contract form will populate based off of the values saved in the template.


template list dropdown


Modify any fields that are specific to the new contract you are creating, and click Save or Save and Add New.



Using Contract Templates when Creating a New Recurring Cost in a Recommendation


1. Go to the Recommendations page

2. Select a project to Edit it

3. Click the New Recurring Costs link icon, then select 'Add Recurring Charges that are Associated with this Recommendation'



4. At the top, you will see Load From Template.  Click on that button and you will be presented with a list of templates that you created.   Select the template you want to base the new recurring charge off of.  At this point, the New Recurring Charge form will populate based off of the values saved in the template.