Add in custom fields in Contracts & Documents
complete
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Shannon Lavenia
We need the ability to add in custom fields - for example giving the ability for a client to check off if they are going to do the pay in full option or the payment plan option so that we can use one template in both use cases.
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M
Michael Kittinger
Can we move the field where we want it so it can be put in the middle of a specific sentence for instance?
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Sales & Marketing
complete
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Mahrukh Iqbal
Sales & Marketing how is it marked complete? Custom fields without having to fill out the form first is still not available as told by the support.
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Nick Flowers
Sales & Marketing This is not complete, it is half-baked. We cannot access the values of the custom fields for workflows or in any way outside of the contract itself.
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Damian Estevez
Sales & Marketing will we be able to have the custom fields that client fills in become part of that custom field?
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Sales & Marketing
Merged in a post:
Add Custom Fields to documents and contracts
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Yannis - Harley Street HT Clinics
It would be great if we can make the documents and contracts area a place where we can add in custom fields so that we can create contracts and documents instead of having to use forms for these things. Also then the ability to "attach" those contracts and documents to the specific contact that they are for that way ALL the information about what the contact has done is within the contact card and there is no need to navigate anywhere else. This would be amazing! Thank you.
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John M
This idea should be marked resolved. See here... https://screenrec.com/share/vXoTlfZnyP
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Luis Perez
Yes, Please include opportunities custom fields! It’s supper Important.
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Simon Usai
Please include opportunity Custom Fields, will be soo helpfull.
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Mike Giannoulis
The ability to include custom fields (at least contacts, but ideally opportunity custom fields too) is so important. I still can't use GHL contracts without this feature.
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Brook Borup
You can add the custom fields in the documents but they will not pull yet. I hope it will be soon now that we have opportunity fields in forms.
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Matt Barbey
1000%
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Brook Borup
Adding custom field data is already a feature but collecting custom field data in the agreement is not. The "type a note" field is great but it needs the option to be mapped to a custom field for contacts and hopefully opportunities!
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