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Version 1.3.3 🗂️

  • Writer: Leslie Leahy
    Leslie Leahy
  • Mar 27, 2024
  • 1 min read

You've always been able to add a single PDF document (such as a floor plan) to a contract during its creation, now however you can do much, much more!


  • Add multiple PDF documents of any size to your contract

  • Set your own names for those documents in the contract index

  • Create "Additional Document" templates with merge fields AND signature panels for any and all parties

  • Insert Additional Document templates during contract creation, with or without PDF files


Your contracts are now SUPER flexible. 😉



Additional Document Templates

Create "Additional Documents" as templates, just as you would a contract element.


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Insert Additional Documents in Contracts

When creating a contract you can now select from PDF's and/or any templates you have configured for the project. This allows you to optionally add documents that have merge fields, or require signatures.


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