Streamlining Contract and Document Signing with Custom Fields

The CRM’s Document and Contract Editor now supports custom fields, offering significant advantages for businesses. With floating text fields, users can personalize documents with greater flexibility and customization. This is essential for organizations that need accurate data collection while delivering a smooth document signing experience.

Key Advantages:

• Effortless Integration: Quickly insert text fields within contracts and other documents.

• Adjustable Placement: Position text fields anywhere across the document with ease.

• Streamlined Assignment: Allocate text fields to particular individuals to ensure accuracy and optimize workflows.

Using Custom Field Functionality

Adding custom fields to your documents and contracts is simple. Follow these steps:

Accessing the Custom Fields Option:

1. Go to the “Payments” section in the left-hand navigation.

2. Click “Documents & Contracts” in the top menu.

3. Hit the “+New” button to either start a new document or modify an existing one.

Inserting Text Fields:

1. In the document builder, select the “+” icon.

2. Choose the "Text Field" option from the list.

Assigning Fields to Recipients:

1. Click the Recipients icon.

2. Choose the clients you want to assign each text field to.

Preview and Modify:

1. A preview will display the document with all text fields visible.

2. Make any changes needed to confirm that the fields are positioned correctly and assigned properly.

By following these steps, you can fully personalize lease agreements, contracts, and other documents, ensuring a smooth and accurate signing process.

Use Case: Real Estate Firm

Imagine a real estate firm handling multiple lease agreements for landlords and tenants. By leveraging custom field support, they can:

• Design a lease template with tailored text fields for individual details.

• Assign text fields specific to landlords (e.g., name, contact) and tenants (e.g., rent terms, payment details).

• Simplify the signing process by ensuring all relevant data is captured correctly and complies with legal requirements.

Troubleshooting and Common Questions

Q: Is it possible to move text fields after they’ve been assigned?

A: Yes, text fields can still be moved after assignment. Always preview the document to make sure the fields are properly placed.

Q: What if the recipient fills out an incorrect field?

A: It’s easy to resolve errors like this in the CRM. Recipients can be asked to clear the field, which can then be reassigned or corrected.

Q: How many text fields are allowed in a single document?

A: There is no strict limit to the number of text fields. However, it's best to include only what’s necessary for clarity and smooth completion.