99% of the time, we recommend creating your forms as templates so that they can be used from project to project. But on occasion, you may want to create a new form from scratch within a specific project.
⛔ Heads up! Creating a one-time form inside a project will not save it to your template library. If you think you might want to use the form in the future, we strongly recommend creating the form as a template instead!
From the Forms tab in the project, use the dropdown menu to select Create One-Time Sub-Agreement/Questionnaire/Contract/Proposal.
Build your form in the editor and then save it. Click the dropdown arrow next to the Save button and:
click Save as Template if you would like to use that form again in the future, or
click Save and Close to use the form on this project only
You can now send or further edit your one-time form just like any other form you've added to the project!
👋 Here's a tip... if you have created a one-time contract, you may need to refresh your page to see it appear in the side bar.