I wanted to share a workaround for those who, like me, found that amending a contract in a proposal smart file resends the entire file, including the invoice and payment portal. To avoid client confusion, I've adjusted my process:
- Send the Proposal: Only includes a service overview and timeline.
- Send the Contract Separately: After proposal approval.
- Invoice/Payment Portal: Sent after the contract is signed.
This way, if the contract needs amending, I can resend just the contract without the entire smart file. HoneyBook, it would be great if we could amend and resend only specific parts of a smart file in the future!
