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Adding Custom Fields to Contracts
By adding custom fields to your Motion.io contracts, you can prefill values unique to each project and avoid clients or team members entering information manually.
Examples of information you can use custom fields to pre-populate include:
- Business names and addresses
- Names and email addresses for primary contacts
- Project-specific information like pricing, due dates, and deliverables
This article will walk through the process of adding custom fields to the contracts you send to clients in Motion.io.
📢 Note: To follow this guide, you must already have created at least one custom field in your Motion.io account. Click here if you're new to custom fields and want help getting started.
How to Add Custom Fields to Contracts
In the "Contracts" page of your Motion.io admin dashboard, select the contract to which you wish to add custom fields and click "Edit Fields" to open the field editor. In Motion.io's contracts, custom fields can only be utilized with the "TextField" field option.
📢 Note: In addition to using custom field slugs in the "API ID," you can also enter Motion.io's default IDs of project_name , client_name , and client_email to prefill those respective values in a contract.
In the editor, select the text field you want to add one of your custom fields to and expand the "Advanced Settings" dropdown. Then, under "API ID," replace the default value with the slug of a custom field in your Motion.io account, exit out of the modal and click "Save" in the "Edit Contract" slideout.
👋 Tip: Before sending your contracts to clients, it's a good idea to double-check that you've added a value for each custom field in the project to ensure the information will populate correctly in the contract you are sending.