You use custom fields to generate forms when creating contracts? With Tomorro, go further: assign field completion to your team or directly to the counterparty.
Key benefits
Autonomy: teams know exactly what to fill out before sending.
Clarity: counterparties only see the fields they need to complete.
Efficiency: fewer back-and-forths and no unwanted edits.
How to do it
Open the "Templates" section of the main menu
Enter the relevant template.
Click on the right side of each field to see the setting wheel ⚙️.
Click on the wheel
Choose to whom you want to assign the completion of the field:
your company, or
the counterparty.
The field appears in blue when the completion is assigned to your company
The field appears in yellow when the filling is assigned to the counterparty
Consequence
A field is assigned to your company - in blue: only members of your company can fill it in; the counterparty has no control over this field, they cannot fill it in the form.
A field is assigned to the counterparty - in yellow: the counterparty will be able to fill in the field when you send the contract via Tomorro.
You can always fill in this field too.