Allow Users to edit Values in Contracts before it sends to Customer
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Felicity Frate
When trying to send out a contract instead of a workflow, it automatically sends out to both the user and the customer at the same time no matter if there are custom values that need to be filled out before the customer sign the contract. It would be very nice if we are able to manually fill out the contracts before officially sending it over to the customer, but have it still automated inside of the workflows that triggers it to send out!
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Sean Adams
I’m having the same issue! Totally agree. Would love to have more control over sending to contact