Custom Field Support For Contract & Document Signing

Custom Field Support For Contract & Document Signing

Software Updates

February 19, 2024 ● 2 min read

Custom Field Support For Contract & Document Signing
Consider a real estate agency using The CRM to manage lease agreements. With floating text fields, the agency can customize lease documents for landlords and tenants, assigning specific fields for each party to complete, streamlining the signature process while maintaining data integrity and compliance.
Custom Field Support For Contract & Document Signing: The addition of floating text field elements in the Document and Contract Editor revolutionizes the user experience by allowing seamless integration of text fields, flexible placement, and efficient assignment, streamlining the document completion process.

⭐️ Why Does It Matter To Your Business?

  • Seamless Integration: Easily incorporate text fields into documents and contracts, enhancing customization and user interaction.

  • Flexible Placement: Position text fields anywhere within the document, providing versatility and adaptability to specific needs.

  • Efficient Assignment: Assign text fields to specific individuals, optimizing workflow and ensuring accurate data capture.

⭐️ How To Use Custom Field Support For Contract & Document Signing:

  1. Access the  “Payments” tab from the left navigation menu and then click on “Documents & Contracts” from the upper navigation menu. Then click on the “+New” button to edit the existing one. 

  2. In the builder, click on “+” Icon and add the newly added element “Text Field”. 

  3. Now click on the Recipients icon and select the clients whom you want to assign this specific text field. 

Floating Text Fields in the Document and Contract Editor elevate user experience by seamlessly integrating customizable text fields, offering flexible placement options, and enabling efficient assignment, ultimately optimizing document workflow and enhancing data accuracy for small business owners.

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