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Adding Fields to a Contract Template
Adding Fields to a Contract Template

How to allow clients to enter data into their contracts using a questionnaire template

Nicole avatar
Written by Nicole
Updated over a week ago

Fillable Fields in Contracts

There are no fillable fields in Táve contracts, besides initial boxes and the signatures captured at the end by default. The way to get information that clients provide populated into the contract is to include a questionnaire with your Quote template.

They'll choose or approve their order, and then be taken to the questionnaire right before they get to the contract, and if you link the fields in the questionnaire using tokens, you can use the same tokens in the contract template to pull in that data.

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