When creating a Contract template are there placeholders that can be set of the Client name, Inspection address, date/time etc so when the inspection is create those will auto populate? I might be missing something but when i did a test the client would have to add that to the Contract when they receive it.
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Hi Kyle,
Great question. Currently, our contract templates do not support auto-populating placeholders (like client name or inspection address) from the job details.
As you noticed during your test, the client will need to manually enter that information. To set this up in your template:
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Add Text Fields: Drag in text boxes where you want the client to type their name, the address, and the date.
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Signature Fields: Ensure you have a dedicated signature line for them to sign digitally.
We definitely understand how auto-fill would streamline your workflow. I’ve noted this as a feature request for our development team to consider for future updates!
Thanks,
Evan