Add Contract Type to Automations

joe w. shared this idea 35 days ago
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Can you add "Contract Type" to automations??? Please!!

Comments (2)

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What is "Contract Type"?

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If you have different contracts for certain situations or customers.

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I still don't understand the question about adding it to automations. I have 5 or 6 different contracts, that go out automatically depending on delivery type. You could accomplish this based on Customer Type too. And there are nearly unlimited options to automatically add or remove sections of contracts based on any number of triggers. Is that what you're looking for?

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Yes! 🤯🤯


Care to share??

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One of the BEST FEATURES EVER

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Some of the setup will need to be done by IO. First, you need to create all the contracts, and figure out what you want them to be based on - Delivery type, customer type, etc. - Using optional fields, there are even more options now. When I set mine up in 2016 we were much more limited. Chad might have some better ideas using new feature that are available to us. Tell us more about what you do and what differences you want in each contract.

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