Ability to save contracts as templates
T
Toby Foote
This feature has been requested since 2021. When is its estimated completion date?
V
Vicky Hannon
Really important feature to have & I'm disappointed that it hasn't been implemented yet.
D
Dane Janas EA
Same as project templates, for those of us that complete the same services and projects for clients over and over, this is basic functionality and makes Indy virtually unusable.
G
Grace Baldwin
Would love to see this feature.
L
Lovie
It would also be helpful if we can add custom fields to the customer form.
B
Brendan Watkins
YES! This is such a BASIC feature! Why do we not have this yet?!
M
Maggy
i'd love to see that feature!
I
In The Car |
I'd love to see smart fields make their way into contracts too.
K
Katie
I came here to give this feedback! I have clauses that I want to have standard in all of my contracts, while being able to update them for each client. I'd love to start with an Indy contract, add in my custom clauses, then save that as a template for future use, while still being able to update custom fields for each client
V
Visual Unity
This request was posted in 2021, and it is the most requested feature. Any update or timeline available? Thanks :)
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