Hello, there appears to be something missing in each of the forms.
For a lead form, it’s missing the ability to add a contract. In the service guide, it’s missing the ability to capture contact info that can go directly into a contract.
I understand what each form is designed to do however, this is slowing me down and limiting capabilities.
Honeybook, I want to build a customize form with the info I need to reduce steps. Am I missing something?
+1You are able to take a template and the add things to it. You would just add a page. For instance, I have built my proposal template to have a page for each of these: proposal/about me, invoice, payment, contract, scheduler for onboarding session, ending page.
+9Contracts do not go in lead forms. You can have terms and conditions by adding a text box at the bottom of the invoice page.
In theory… you would have captured someone’s contact information already in order to send them the service guide… if it’s a lead form you’re using, then the “full name” field goes into the contract.
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