Contract Types
You can read below to find out more information on Contract Forms or watch this short video:
To create a Form - refer Create Forms help article.
Once created, to configure a form for Contract Types navigate to the Contract Administration page (Administration module > Modules > Contracts > Contract Types tab). When creating a new contract type select the relevant form in the Form dropdown.
Note: When configuring a Form to use with Contracts, the form field names cannot be exactly the same as Contract fields, otherwise your export will error - e.g. "Contract Type" exists in the contract data/fields in the UI, and so if you need to use that field again, you will have to name it slightly different (lower case works).
If the community has defined Contract Type forms then a Contract picklist will display on the Leadsheet tab when a user is creating a new contract in Unimarket. This displays a list of the forms and when a Contract Type is selected the associated form fields are displayed alongside the standard Leadsheet fields. Users complete the details and the form information is displayed when viewing the Leadsheet.