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Custom Field Support For Contract Document Signing

March 06, 20241 min read

Consider a real estate agency using The CRM to manage lease agreements. With floating text fields, the agency can customize lease documents for landlords and tenants, assigning specific fields for each party to complete, streamlining the signature process while maintaining data integrity and compliance.

Custom Field Support For Contract & Document Signing: The addition of floating text field elements in the Document and Contract Editor revolutionizes the user experience by allowing seamless integration of text fields, flexible placement, and efficient assignment, streamlining the document completion process.


⭐️ Why Does It Matter To Your Business?

  • Seamless Integration: Easily incorporate text fields into documents and contracts, enhancing customization and user interaction.

  • Flexible Placement: Position text fields anywhere within the document, providing versatility and adaptability to specific needs.

  • Efficient Assignment: Assign text fields to specific individuals, optimizing workflow and ensuring accurate data capture.

⭐️ How To Use  Custom Field Support For Contract & Document Signing:

  1. Access the  “Payments” tab from the left navigation menu and then click on “Documents & Contracts” from the upper navigation menu. Then click on the “+New” button to edit the existing one. 

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  2. In the builder, click on “+” Icon and add the newly added element "Text Field". 

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  3. Now click on the Recipients icon and select the clients whom you want to assign this specific text field. 

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  4. The preview will be looking like as shown in the image. 

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    Floating Text Fields in the Document and Contract Editor elevate user experience by seamlessly integrating customizable text fields, offering flexible placement options, and enabling efficient assignment, ultimately optimizing document workflow and enhancing data accuracy for small business owners.

custom fieldcontract signingdocument signing
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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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