Feature update: One-time Edits to Template Contracts

💥 New Feature Update 💥
One-time Edits to Template Contracts

Have you ever found yourself stuck in a situation where a custom client request demands changes to a contract template, but the thought of recreating the whole document from scratch feels like a major headache? It’s a common issue that many businesses face, especially when they rely on standardized templates for consistency and efficiency. The challenge comes when you need to make a one-off edit but still want to maintain the integrity of your original contract template.

We understand the frustration, which is why we’re excited to announce a feature that will make your life easier: One-Time Edits to Template Contracts. This game-changing update allows you to make quick, on-the-fly adjustments to your contracts without the need to start from scratch. Let’s dive into how this new feature works and how it will streamline your workflow.

What Is the One-Time Edits Feature?

When you create a contract template, you typically set it up with specific sections that can be easily edited - client names, dates, pricing, and other customizable information. But what happens when you need to make a special exception for a client or scenario, such as adding a custom clause or modifying a pricing structure? Historically, this would require you to recreate the entire document manually, which is time-consuming and inefficient.

With the new One-Time Edits feature, you no longer need to go through that process. Now, you can quickly modify certain aspects of a contract template without altering the template itself. You simply edit the individual document for that client or scenario while leaving the rest of the contract intact. It’s that easy.

How Does It Work?

Let’s break down how the One-Time Edits feature works step by step:

1. Lock the Template, Share the Variables When you create a contract template, you have the option to lock down all the key elements - sections that you don’t want to change, such as terms, conditions, or formatting. You can then designate certain fields to be customizable, like client names, dates, and pricing. These fields can be edited by your team, but the rest of the document remains protected and untouched. This ensures that the core structure and consistency of your contracts are maintained across the board.

2. Make One-Time Edits for Special Cases Now, let’s say a special client comes along and requires an adjustment to a specific clause or wants a unique set of terms to be added to their agreement. With the One-Time Edits feature, you can easily make those changes within the document itself - without affecting the locked sections of the template. This means that you don’t have to rebuild the contract from scratch every time a special case arises. Just make the one-time changes, and the rest of your contract remains exactly as you intended. This drastically reduces the time spent on document creation and minimizes the risk of errors.

3. Maintain Control in Admin Hands The One-Time Edits feature is designed with security and control in mind. While your team members will be able to edit specific fields that you’ve allowed - such as client details or project milestones - you retain full control over the critical elements of the contract. Only admins have the ability to make these one-time adjustments, ensuring that no unauthorized changes are made to the core structure or terms of the contract. This centralized control ensures consistency across your business while providing your team with the flexibility they need to handle customer-specific requests.

Why You’ll Love the One-Time Edits Feature

There are several reasons why the One-Time Edits feature is going to be a game-changer for your workflow:

1. Keep Everything in One Place: Say goodbye to jumping between Microsoft Word, Google Docs, and your eSignature platform. With this feature, you can make all the edits you need directly within the platform, saving you time and effort. No more switching between tools - everything is streamlined into one place.

2. Quick Edits with No Rework: This feature is designed for speed. You can make quick, precise changes to contracts without starting from scratch, allowing you to respond to clients’ needs much faster. Time spent creating contracts is significantly reduced, so you can focus on other business priorities.

3. Consistency and Control: While your team can customize the necessary sections, the core structure of your contracts stays consistent. This reduces errors and keeps your documents aligned with your brand’s guidelines. As an admin, you can rest assured that your templates are protected and standardized.

4. Customizable for Every Scenario: Whether you're working with new clients, negotiating a special deal, or finalizing a custom agreement, the One-Time Edits feature allows you to handle any situation without sacrificing efficiency. You can personalize each contract to suit the unique needs of your clients, while still maintaining overall consistency.

Conclusion: A Simpler, More Efficient Way to Handle Contracts

The One-Time Edits feature is designed to simplify and speed up the contract creation process. By allowing you to make one-time adjustments to your templates, this feature helps you avoid unnecessary rework and ensures that you can maintain consistency across all your contracts, regardless of custom requests.

No more juggling between tools, no more creating custom contracts from scratch every time a client requests a special modification. With One-Time Edits, you can edit contracts quickly and efficiently, keeping your workflow smooth and your team productive.

So why wait? Start using the One-Time Edits feature today and experience a faster, more flexible way to create, edit, and manage your contracts.

🙏 Thank You 🙏
Matt Hoffman

For the ideas! We are so grateful for your ideas and feedback.

As always, please share your feedback, comments, or questions with us by emailing us at team@thanksroger.com.