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Snap Shot Contracts

Greg H. shared this question 8 years ago
Answered

Did this update solve the issues of sending contracts to sub contractors so it pulls the correct contract we send to them or do we still need to do the copy and paste link method?

Comments (15)

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For contractors you will need to make a snapshot then save. When you go to email, just select the correct contract first, and it will send the correct one.

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that doesn't work


test lead 1304995

i tried to send myself the contract for Mike Jones

made the snapshot

saved the order

then i clicked on email

put in my address

sent it to myself

got the email

clicked on the link

and i get the full contract i sent to the client.

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Well, the first issue is that your email template for the contract email is wrong. You are sending them to the quote instead of the contract. I can fix this for you if you would like.

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I hate to sound dumb but what does that mean? sending from quote instead of contract?

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You are sending them the link to the quote page (quoteme.php) instead of the contract page (contractme.php). You are using the wrong variable in the template.

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ohhh i got ya


so just change the quote to contract and im good?

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Ok i tried to find quote and cant find it in the HTML

i even copied it to word and did a search...

am i blind?

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You should use this variable: *contract_url*. It will create the link tag.

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I've fixed it for you. You had to switch to source view to find the word quote.

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where does that go i cant seem to find where i should put that.


sorry

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Don't worry, I took care of it. Go ahead and test it to make sure it works the way you want.

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yes it worked!


where did that tidbit of info go ;) or is that top secret info :)

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I just replace the Event Contract link with *contract_url*. No secrets :)

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ok got ya ;)

did u do them all or do i need to do any?

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It should work with all future ones.

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