Conditional logic in agreements
J
Jaimi Rajendran
I would LOVE to see the ability to have conditional logic in my proposals/agreements. I have two different ways to plan systems builds with my clients and I would love for them to be able to choose in the proposal once they've paid and then depending on their selection, a page to book a planning call or a form appears.
J
Jade Mc Neil
Yes please! At the moment, I need to create separate contract templates for all my services and then set up multiple workflows to account for different client scenarios. If there were smart fields that could adjust dynamically based on client choices, it would save a lot of time and reduce the complexity of setting up workflows.
R
Robert Baran
Yes please, I would also like to adjust the contract for each client. Basically set up many sections and then show or hide them before finalizing the contract and sending it out to the customer.