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Custom Fields on Contracts

Custom fields allow you to collect information from clients directly within the contract during the signing process. Instead of gathering details separately, you can embed interactive fields into contract content that clients fill in before signing.

Common Use Cases​

  • Color selections — Let clients type their preferred shingle, paint, or fixture colors
  • Material choices — Dropdown menus for material options
  • Project preferences — Collect specific details about scope or design choices
  • Acknowledgments — Checkbox fields for confirming understanding of specific terms

Setting Up Custom Fields​

1. Create the Custom Fields​

Custom fields must first be defined in Settings > Form Fields before they can be used in contracts. When creating fields for contract use:

  • Choose an appropriate field type (text, dropdown, multi-select, date, checkbox, yes/no)
  • Set validation rules if the field should be required
  • Configure dropdown options if applicable

2. Insert Fields into a Contract Template​

  1. Go to Settings > Projects > Contract Templates
  2. Select a template and click Manage Template
  3. Open the Sections tab
  4. Edit a section that contains custom content (such as a Default section)
  5. In the rich text editor, position your cursor where you want the field to appear
  6. Click the Insert Custom Field button in the toolbar
  7. Select the field from the available list
  8. The field appears as a placeholder in the editor

You can insert multiple custom fields across different sections of the same template. Each field can only be inserted once per contract — fields already in use are marked in the selection list.

3. Preview the Layout​

After inserting fields, review how they appear in the contract content. Fields render inline with the surrounding text, so you can place them within sentences or paragraphs naturally.

Example:

Client's preferred shingle color: [_____________] Next

Client Signing Experience​

When a client opens a contract that contains custom fields, the signing process includes an additional step for filling in each field.

Guided Field Entry​

The contract guides clients through each custom field in order:

  1. The first custom field is highlighted and active
  2. The client enters their value (types text, selects from dropdown, etc.)
  3. A Next button appears beside the field — clicking it moves to the next field
  4. This continues until all custom fields are complete
  5. The client then proceeds to initials, signatures, and final submission

Field Types and Interactions​

Field TypeWhat the Client Sees
TextAn inline text input where they type a value
DropdownA select menu with predefined options
Multi-selectA multi-option selector allowing multiple choices
DateA date picker for selecting a specific date
CheckboxA checkbox that can be checked or unchecked
Yes/NoA toggle switch for yes or no

Validation​

Required fields must be completed before the client can finalize the contract. If a required field is left empty, the signing process cannot proceed until it is filled in.

After Signing​

Once the contract is signed, the custom field values are saved with the contract record. The values entered by the client become part of the signed contract and are visible when viewing the contract details.

Best Practices​

  • Keep fields simple — Use clear, short labels so clients understand what to enter
  • Use dropdowns for constrained choices — When there are specific valid options (e.g., shingle brands), use a dropdown rather than a free-text field
  • Place fields contextually — Insert fields within the relevant section of the contract so clients understand the context
  • Test before sending — Create a test contract and go through the client signing flow to verify fields appear and work correctly