Create Dedicated Contract within each client account

Product Feedback
1

Feature Request: Direct “Single-Use” Contract Creation

Problem: Currently, generating a contract requires navigating away from the Client Account to the Apps section, creating a firm-wide template, and manually linking it back to the user.

Requested Solution: Add a “Create Contract” button directly within the client’s Documents to Sign tab that allows for:

  1. In-Context Launch: Create the document without leaving the current client page.

  2. Single-Use Toggle: An option to send a one-off document without being forced to save it as a reusable template.

  3. Auto-Mapping: Automatic pulling of the active client’s data into the document.

Goal: Eliminate back-and-forth navigation between the CRM and the App Library for routine, one-time documents.

Christian TenEyck, EA

TenEyck Business Services

Solutions for Small Business

A: Jersey City, New Jersey USA

e: Christian@TenEyckBusinessServices.com

D: (732) 266-7768

2

Excellent feedback! We have a project starting in a few weeks that does exactly this, along with a number of other improvements that make it possible to start more end-to-end workflows directly from the client/company details pages. Stay tuned!

1 Like
3

Glad to hear this is on the way! I would love this feature. For invoicing as well!

4

Yup, that’s on our radar as well. Thanks for the feedback. :slight_smile: