Seperate contract to be used by a certain Category?
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I am looking to see if there is a way for a specific contract to be sent out when a specific item or category is used. Or is the best practice to add the contract variable to the primary contract?
For example, I have a contract for casino parties that does not need to go out when we do a DJ or inflatable event, as they are nothing alike. And vice versa.
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We have a variable called *rentalcontract_unique* that you can use for this. It forces unique content to display only, unlike *rentalcontract*. All new default contracts will contain this unique variable instead of the former non-unique one. HERE is an article that explains this further. The extra contract details can be added per item under the advanced settings. We can't currently set a default contract template by item.
We have a variable called *rentalcontract_unique* that you can use for this. It forces unique content to display only, unlike *rentalcontract*. All new default contracts will contain this unique variable instead of the former non-unique one. HERE is an article that explains this further. The extra contract details can be added per item under the advanced settings. We can't currently set a default contract template by item.
When we do a Casino -nly event, we just switch the contract in the documents tab of the lead. The rentalcontract_unique will only show the rentalcontract 1x if it's word for word on a second inventory item. Not quite the same thing.
When we do a Casino -nly event, we just switch the contract in the documents tab of the lead. The rentalcontract_unique will only show the rentalcontract 1x if it's word for word on a second inventory item. Not quite the same thing.
Yes as Chad mentions you can create a separate contract template but you would need to manually choose it when in the document section in the lead.
Yes as Chad mentions you can create a separate contract template but you would need to manually choose it when in the document section in the lead.
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