How do you set up contracts on autofill?

Joshua B. shared this question ago

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Gabrielle P. ● 15 months ago

Can you please explain further on what you are looking for? We have the contract template that can be edited in the Settings-->Contract Templates. It's setup to automatically pull the customer and rental info from the lead.

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Joshua B. ● 15 months ago

So when i sent the contract it did not autofill the customers info or what they ordered or the prices.

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Gabrielle P. ● 15 months ago

Can you please provide the lead id where this occurred so we can take a look?

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Joshua B. ● 15 months ago

#33666935

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Gabrielle P. ● 15 months ago

I have this fixed somehow you removed the variables from the contract template.

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Joshua B. ● 15 months ago

Ok thank you

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Gabrielle P. ● 15 months ago

You're welcome. While on the lead to send a contract you will want to click the envelope icon at the top right of the page and it will open the email tool and choose customer-contract from the template and send.

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