Contract Add Smart Field For Free

How to Use the Code Block. Adding a code block to your forms is super simple! In the list of options for different blocks, the code block is at the bottom right side of the menu. All you have to do is drag and drop it into your form, and then copy and paste your code into it.

It's easy! Save the signed contract as a PDF file on your computer. Open the project where you'd like to upload the signed contract. In the project sidebar, use the dropdown under Contract to select Upload PDF file as signed contract (scroll to the bottom to find it).

You can now add an HTML code block to questionnaires, lead capture, and proposals. This will allow you to insert custom code to that block, embedded videos and other code, etc... The possibilities are endless. Code to your hearts content.

Open the project where you would like to send a sub-agreement. In the Forms tab, use the dropdown to select a sub-agreement template. In the preview modal that appears, click Add. Click Send.

To customize your client portal, head to your Settings (the gear icon) >> Portals.Changes the welcome message text at the top of the portal on the left hand side.Changes the text on the Projects tab in the portal.More items...

Custom mapped fields make Dubsado YOUR system. We provide a number of fields by default for basic client and project info (i.e. client's name, project date, etc.), but you can add fields that are relevant to your business so you can capture all the information you need.

Smart fields are data dictionary items with one or more business functions attached. Smart fields enable you to include complex, reusable calculations in detail sections of a report.Each smart field template is associated with a particular business view.