When you are ready to close a sale, you can produce a contract report containing the details that you select, a payment schedule, attachments, and headers and footers.
Complete the following steps to generate a contract report:
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In the PRESENTATION ribbon, click Reports. The Report Dialog dialog box opens.
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In the Report Dialog dialog box, select Contract to open the Options dialog box.
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See the following topics for instructions on completing the Options dialog box:
General tab (reports)
Pricing tab
Views tab
Headers and Footers tabs -
Click View to view the report.
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Click Save to save the report.
Note: To change the legal text of a contract using Windows Explorer, open the file Contract.sta with Notepad. This file is located in \Program Files\Cyncly\Design\2020Reports\Contract.
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