How to add a questionnaire to a contract?
When you create or modify a contract in Settings > Contract Templates & T&C, you will find a field "Associated Questionnaire". You simply choose the questionnaire you want from among your questionnaire templates (which you can configure in Settings > Data > Questionnaire Templates).
Once associated, when you send this contract to a client, they will need to complete this questionnaire before accessing the contract. The responses provided will be included at the end of the contract, before the signature box.
This can be used, for example, to ask for the client's permission for image rights.
Once associated, when you send this contract to a client, they will need to complete this questionnaire before accessing the contract. The responses provided will be included at the end of the contract, before the signature box.
This can be used, for example, to ask for the client's permission for image rights.
Updated on: 08/02/2024
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