Hello. I feel like I am missing a step. I placed my contact information, services etc all in building out my company. for speed of getting agreements and proposals out, after I build a contact, I want to be able to use my contract and proposals shells without having to re-type all of the information i just put in and have it merge into the documents. when I was setting everything up, I thought I completed all of the information like clauses, detail, etc. What am I missing and can someone share with me steps so I can go back and track what I am missing?
thanks
