Rather than manually typing in project- or client-specific details over and over (which can lead to information falling through the cracks), use smart fields in your contracts. Smart fields can be used to automatically pull in project details, or request or enter information, in your contracts. You can set smart fields up to:
Automatically pull:
Info from project details fields, such as relevant dates, locations, client contact info, and more
Answers from questions you ask in your file at some point before the contract
Session-related details, such as the meeting date, time, location, and name
Request (or require) clients to fill out fields before they’re able to sign
Remind you to fill out certain client or project information before sending
Add a smart field to a contract
You can add a smart field to a contract one of two ways:
Use your cursor
When building a contract, use your cursor to select where you want the smart field to go
In the settings sidebar next to Field, click Add
Select the field content type
A smart field pulls in project details, like client names or budgets
An input field is a field that the client must fill out
For an input field, you can enter placeholder text to prompt your client (ex: birth date)
Highlight text
When building a contract, highlight the text you'd like to create a smart field from
In the text editor bar, click the three-dot icon
Select Add smart field
Select the field content type
A smart field pulls in project details, like client names or budgets
An input field is a field that the client must fill out
For an input field, you can enter placeholder text to prompt your client (ex: birth date)
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