Planning

Feature Requests

API Integrations Feature Requests

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19

Save draft of contract

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 Tracy Lenz

I love that I can now preview and edit a contract before sending, but there's no way to save a draft, which would be the icing on top. I was about to send, realized I needed to get one more data point, and had no way to save the modifications I'd made.

  • 03-07-2021 -
A

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Mike

Status changed to: Live

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Dave

Contracts can be saved as a draft by now. However this is not possible when a contract is created as an automation. A contract is then final by default.

It would be great if a contract could be saved as a draft after an automation (for example, after an invoice is paid), so that variables in the contract can be changed before making it 'final'.