To generate a contract for a customer, open the customer's lead in the Leads tab and click + Generate Contract.
Below: clause library admin + health monitoring.
Edit canonical text for block tokens. Changes apply to new contracts only — existing contracts retain the text they were generated with.
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Diagnostic comparing the proposal form's actual fields against the contract token resolver's expected fields. Fix mismatches by either updating the form or updating customer-token-resolver.js.
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Follow-up
Last touch--
▶Schedule
Video call
Meet link
Reschedule
History
Site visit--
SV deposit
Booking link
▶Contact
Name--Copy
Email--
Phone--
Address--
Preferred contact--
First Name
Last Name
Email
Phone
Address
Preferred contact
Secondary Contact
Name--
Email--
Phone--
Texts
Secondary Contact
Name
Email
Phone
Source
Open house
▶Scope
Unit
Budget
Configurator
▶Proposals
Site Assessment:None
▶Contracts
Contract--
Signed--
Deposit
▶Financing
▶FeasibilityPDF on demand
▶Activity
Add Lead
Generate Feasibility Report
Each option builds a separate report with its own model, price, and value added.
Revised scope (optional)
Overrides the model size and the proposal price for this report only. A revised price drops the guaranteed-pricing shield, since it isn't a quoted number yet. A custom size re-prices rent against that size, which is one market lookup.
Freezes a dated report you can re-open or download as a PDF. Reuses stored market data, so extra scenarios for this property make no new API calls.
Present deck
Reading this deck…
Framing
What the customer sees
Options in the deck
Generate Customer Contract
Pick the specific option this contract is locking in. Affects ADU description, contract amount, and site plan.
Defaults to the proposal/option total price. Edit if needed — value lands 1:1 in the contract, no auto-discount.
Locked at $1,000 on the sales-deck schedule. B&P 7159.5 caps the downpayment at $1,000 or 10% of the contract price, whichever is less.
Amounts adapt to the Phase 1 Fee + Contract Total. Click "Preview" to see the schedule.
Standard schedule's installment due "Upon permit approval". The 6 percentage milestones split the remaining balance (total − signing − this).
"Upon contract signing" = the Phase 1 Fee above; list only the milestones AFTER it. Percent = % of the remaining balance (total − signing − fixed amounts). Preview to confirm it ties to the Contract Total.
Signer 1 is the primary customer (from the lead). Add co-owners on title; everyone signs in parallel.