Smart Fields in Contracts/Proposals

I would love to have a smart fields option for proposals and contracts. If the contact card is filled in, those elements (name, address, phone etc) could be added to the body without having to fill it in repeatedly for each client proposal.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

Over 2 years ago

Author

Juli Brocato

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