Contracts cannot be added to lead forms at the moment. When you want to connect a contract with a lead form, the best practice is to connect an automation to the lead form to send a contract once the lead form is submitted. To do this, you'll connect three actions within the product:
Creating a lead form
Have a smart file with a contract block
Using an automation to link your lead form to your smart file
Below you'll find the over for each of these products, and if you already have a lead form and smart file set up, you can about setting up this automation to connect them.
Create a lead form
The first step here is to create your lead form. Lead forms can hold many other content and action blocks, like the scheduler and invoicing, but can't directly send the contract itself. This must come from a smart file that includes a contract block.
Next, you'll need to either create a smart file that has a contract block, edit a smart file you already have to include a contract block, or decide which smart file that already has a contract block you'll use.
Have a smart file with a contract block
The automation will connect the lead form you just created to a smart file, so you'll need to have the smart file the automation will send ready to go. Learn more about adding a contract block to a smart file.
Once you have these two documents, you'll create the automation that will send the smart file to a lead once they've submitted the lead form.
Link your lead form and smart file with an automation
Now that your lead form and smart file are ready, you'll create an automation to send the contract to a lead once they submit the lead form. Learn more about setting up this automation.
Now, any time a lead submits the chosen lead form, the automation you picked will activate from it's corresponding project, and the next steps (sending the smart file with the contract block) will trigger.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!