Create Dedicated Contract within each client account - Product Feedback - Assembly Community
Create Dedicated Contract within each client account
post by Christian_TenEyck_EA on Feb 28
Feature Request: Direct “Single-Use” Contract Creation
Problem: Currently, generating a contract requires navigating away from the Client Account to the Apps section, creating a firm-wide template, and manually linking it back to the user.
Requested Solution: Add a “Create Contract” button directly within the client’s Documents to Sign tab that allows for:
- In-Context Launch: Create the document without leaving the current client page.
- Single-Use Toggle: An option to send a one-off document without being forced to save it as a reusable template.
- Auto-Mapping: Automatic pulling of the active client’s data into the document.
Goal: Eliminate back-and-forth navigation between the CRM and the App Library for routine, one-time documents.
Christian TenEyck, EA
TenEyck Business Services
Solutions for Small Business
A: Jersey City, New Jersey USA
e: Christian@TenEyckBusinessServices.com
D: (732) 266-7768
post by marlon on Feb 28
Excellent feedback! We have a project starting in a few weeks that does exactly this, along with a number of other improvements that make it possible to start more end-to-end workflows directly from the client/company details pages. Stay tuned!
post by Anthony_Drozd on Mar 2
Glad to hear this is on the way! I would love this feature. For invoicing as well!
post by marlon on Mar 2
Yup, that’s on our radar as well. Thanks for the feedback. 🙂