99% of the time, you will want to create 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.

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. Using the dropdown arrow next to the Save button, you can Save as Template if you would like to use that form again in the future! Otherwise 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 as a template!

If you have created a one-time contract, you may need to refresh your page to see it appear in the side bar.

Did this answer your question?