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Question

MERGING CONTACT INFORMATION FOR PROPOSALS AND CONTRACTS

  • July 29, 2026
  • 1 reply
  • 12 views
ANTHONY STAGLIANO JR

Hello.   I feel like I am missing a step.   I placed my contact information, services etc all in building out my company.   for speed of getting agreements and proposals out, after I build a contact, I want to be able to use my contract and proposals shells without having to re-type all of the information i just put in and have it merge into the documents.   when I was setting everything up, I thought I completed all of the information like clauses, detail, etc.   What am I missing and can someone share with me steps so I can go back and track what I am missing?

thanks  

1 reply

Kaitlyn Blair
Luminary
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Hey ​@ANTHONY STAGLIANO JR,

 

When you go to your client’s project where you’d like to send the file to, you should definitely be able to pull up one of your templates that has everything you’ve drafted!

  1. Find the project you’d like to send the file in
  2. Click the black “Create a File” button
  3. Choose “Use a Template”
  4. Choose either one of your Proposal (file that includes both contract & invoice) templates or a Contract templates that you’ve made
  5. Then the template will populate and you can edit specific details. You can even put Smart Fields ({First Client First Name}, {Project Date}, etc.) and have that information automatically populate for you.
  6. Then send it to your client!

If you were doing all of the above and it still wasn’t generating, I’d double check that you were selecting the correct template.

Does that help?

 

Kaitlyn Blair
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