Custom Contracts

🔎 Exploring
Team indema

At the moment you can create a contract with your copied word document text, and add pre-made fields to auto-generate the client information.

We are exploring custom contracts where you can add components, signature and initial fields, amongst others. This would send to the client where they can sign the docs, and send back to you.

1 year ago

Rachel Waldron

Depending on what this contract feature eventually looks like, attachments to the contract would be great as well.

0    4 months ago    Reply

Team indema changed status to 🔎 Exploring

1 year ago

🎉 Feature