Ability to save contracts as templates
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 :)
Nicolette Yates
This is a crucial missing feature.
P
Patricia J. Ayers
This is important to the way I work. For now, I just keep my standard contract template in Google Docs, and when I need it, copy-paste it into Indy. Which isn't that hard. But since the point is keeping everything in one place, I'm looking forward to this.
Kate Zalewski
Patricia J. Ayers: this is what I think I will do for the time being but having a template would be VERY nice.
Y
Yasmin Nazir
Won't pay for premium until this feature is added
Kim Adams
100% needed
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