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 Forms & Contract Integration 
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Joined: Thu Aug 28, 2008 1:41 pm
Posts: 1319
Post Forms & Contract Integration
A customer requested the following.

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I would like to have a form with different options that could be selected by the clients. Then I would like to have a template contract that would use logic to determine what has been selected by the client in a particular form. Based on the selections in the form, the content of the contract would change accordingly.

So, for example, the contract would reflect the address of a wedding, the hours of coverage, the itens that were selected like: Engagement session, Photo Booth, Album with specifications, etc.....

This was, instead of having multiple contracts, or having to manually type some parts of it, the system would use a single one and add only the appropriate text blocks, or "line items" based on the selections in the form.

I could not find any type of field that could be used in the Contract buider that could pull info from a form. Also, could not find any conditional logic that can be used in the templates, like "if Client type = XYZ" then show this block of text, of some field.

Having the ability to show/hide a field in the templates based on other fields, is very important.


Thu Apr 03, 2014 9:30 am
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