Adding Custom Fields to Contracts
By adding custom fields to your LaunchBay contracts, you can prefill values unique to each project and avoid clients or team members entering information manually.
Examples of information you can use custom fields to pre-populate include:
- Business names and addresses
- Names and email addresses for primary contacts
- Project-specific information like pricing, due dates, and deliverables
This article will walk through the process of adding custom fields to the contracts you send to clients in LaunchBay.
📢 Note: To follow this guide, you must already have created at least one custom field in your LaunchBay account. Click here if you're new to custom fields and want help getting started.
How to Add Custom Fields to Contracts
In the "Contracts" page of your LaunchBay admin dashboard, select the contract to which you wish to add custom fields and click a field to open the field editor. Custom fields can only be utilized with the Text Field and Date options.
👋 Tip: The Auto Population field will show all custom fields created in the account, plus some default fields like Project Name, Client's Name, & Clients Email.
In the editor, select the text field you want to add one of your custom fields to. Then, under "Auto Population," select the custom field or default field you wish to populate this contract field. Click "Done" to exit the modal and click "Save Template". You can use a custom field to populate as many fields in the contract as you need.
👋 Tip: After setting up a contract template to populate custom field values, it’s a good idea to test it internally before sending it to clients. To do this, attach the contract to a task in a sample project and send it to a test client you've added to that project.
▶️ Check out our YouTube video to see the process in action!