Edit & Customize Contracts With AND CO PRO
AND CO PRO Paid plan unlocks the ability to edit contracts, add custom fields and sections, change text, remove and hide fields as well as settings.
Once you have selected to create either a proposal + contract or contract you can then edit the contract template by selecting the edit option in yellow
Once you select the edit option in yellow you will notice that in section B you can select the edit option in each section
Once you have selected to edit a section, make your edits and select save/update.
Once you have saved your edits/changes you will see that the section will highlight the edited field as "custom" so you know which sections have been edited.
You can also select to reset the section/field back to the default text if required simply by selecting > reset
You can select Hide to hide sections from the contract
Once you have selected the Hide option the section will be hidden.
To un hide the section simply select the option > Show
You can also add sections simply by selecting the yellow plus symbol when hovering your mouse over the lines in between sections
Select the yellow plus symbol to create a new section within the contract
Enter in your Header and paragraph text and select add
Once added you will see the section on the contract with as a custom section
Once you have made your required edits and customizations you can send the contract to your client for approval by selecting Next > signing it and selecting Send.
Or you can save it as a draft by selecting the options tab top left > save
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌