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Customisable contract fields & improvements

Related products:Freshservice
  • Apr 17, 2015 7:42 AM UTC
  • 7 replies
  • 41 views
Contributor

Hi,


Could I request that the contract template is made available for editing so we can add our own fields (Eg.. Purchase Order Number)).


Also can it be made possible to be able to edit the notified user once the contract is approved.


Finally a method of exporting the contracts to a CSV or Excel would be beneficial.

7 replies

Contributor
  • cmarriott
  • Author
  • Contributor
  • Jul 16, 2015 10:21 AM UTC

Any news on improvements to contracts?

Community Debut
  • allan_13273
  • Community Debut
  • Sep 16, 2015 3:59 PM UTC
I would like to see this feature as well.

And also a container by company if you're servicing a number of clients, you should be able to select a client and see every contract/licenses belong to them.

Thanks

 

Community Debut
  • tbrockman
  • Community Debut
  • Feb 3, 2017 7:37 PM UTC
We would like this addition too.

 

Contributor

The possibility to add attachment/files to on going contracts, or when renewed.

Contributor
  • ngriego
  • Contributor
  • Jan 29, 2018 4:58 PM UTC

Wow this has been a feature request for THREE YEARS?

Community Debut
  • eric.long
  • Community Debut
  • Aug 21, 2018 11:31 PM UTC

Ditto... would like this and wow, 3 years.

Contributor

Folks, merging this topic with Edit Contracts feature in the roadmap. All the requests in the topic are now available. 

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