Contract Templates
I would like people to be able to add a kinda "intake form" style thing to setting up a contract. For example setting up a credit agreement, and the ability to add a worksheet to the top of each.
This will enable us to have credit card debit authorizations, direct debit authorizations, credit agreements, so that customers are able to be held to the contracts as well as the other way around.
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Tim Nyberg
commented
I would like to see Contract Templates, being able to carate a contact template with all the discounts and settings and notes, then be able to choose a template when setting up a new contract with a client vs. starting from scratch every time. You could have a "Contract Template" for each of your service plans for example, or for a license renewal like for hardware licensing such as the Sonic Firewall license agreement renewals which could be 3-years out or 5-years ect... depending on what the client bought.
Some Templates wouldn't get price overrides on labor. Nice to check a box there that said NO Discounts for this agreement or something just for clarity as people were in and out of that screen.
It would also be nice in the template to have an option to discount labor lines by percentage vs. choosing a dollar amount. This gives it a longer life without editing... if we choose 20%, for example, it doesn't matter what we change our rates to...if we choose a $$ figure then anytime rates change you potentially have to edit all those contacts.
In a template, all things are editable or not...maybe a setting? Templates can be edited or not. I can see that being important to some people.
Thanks