Signed documents from customer other than contract
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Hello
what is the best way if i need to send a document to a customer for them to sign but it is not the contract ? Should i build another ''contract template'' that i will call whatever or is there an other way ? If i build a contract template, is it possible to send it without the contract page template ?
thank you
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Create a new contract template. Name it what makes sense to you (not a page/template but contract template) Then in the contract section of a lead, you can manually change the template you want them to sign. I do this frequently with fireworks on July 4th weekend. After they sign the original agreement I'll add another line, change the template and send the fireworks one (whichever you create).
Create a new contract template. Name it what makes sense to you (not a page/template but contract template) Then in the contract section of a lead, you can manually change the template you want them to sign. I do this frequently with fireworks on July 4th weekend. After they sign the original agreement I'll add another line, change the template and send the fireworks one (whichever you create).
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