Ability to import proposal into contract | Voters

Ability to import proposal into contract

complete

Nicholas Orris

I would love the ability to import my proposal into a contract so that the Exhibit A can just be my proposal rather than having to copy paste an reformat everything - huge time waste

October 17, 2023

Erica Rosas

marked this post as

complete

Erica Rosas

Hi everyone, thanks for the feedback. If you add an automation to your proposal to create a contract, the information input in the 'Scope of work' content block will automatically be added to your contract in Exhibit A.
I'll pass this feedback along to our product team so we can improve the messaging to provide more clarity on this feature.
I hope this helps!

Nicholas Orris

Erica Rosas: Hi Erica - so how do I make that automation? 
With Zapier?
So far I haven't been able to get Zapier to create actions for Indy- it says there are no actions for Indy - I can only make triggers - so I haven't really used it.
Can you please explain how to do this?

Erica Rosas

Great question Nicholas Orris! You would use Indy's internal automation feature which can be found in the settings panel to the right of the proposal builder.
Any content added to the 'Scope of work' content block will automatically be added to a contract in Exhibit A. The contract won't be created until the event selected for the automation is triggered.
The Zapier integration is a great resource to use if you'd like to streamline your workflow between different tools and products.

Nicholas Orris

Erica Rosas: Copy that! Thank you!

Ingrid Carleton

Yes! Something similar to the workflow in HoneyBook would be ideal!