Upcoming "Advanced Formatting Features"
Hello,
Per some other posts (here and here), there is a big technical revamp in the works regarding formatting of contracts. Are there more details that can be provided regarding this? We have many questions on the future due to inconsistencies and missing features depending on where you're editing contracts or clauses or from what location you create the contract.
There are several formatting issues which can be worked around by going with an upload for a Contract Type rather than building from scratch, but per the note that appears when choosing that option, we would miss out on:
- Reusability of commonly used clauses across contract types.
- Document Assembly at the time of contract authoring to help contract authors to choose the right language based on the context using the standard and alternative language classification.
- Conditional selection of Intro Text and Term clause based on the Contract Effective Date and Term details in the Contract form and the related configurations.
- Capturing clause additions, changes, and removals in Amendment letters.
- Other related data processing functions, like the generation of clause-based reports.
With the introduction of the "Advanced Formatting Features", is the plan to maintain all of this functionality when authoring from scratch?
Outside of these pieces, is there also plans to make the formatting of a contract consistent when making via API, button in CRM, or Create in Zoho Contracts? There are inconsistencies in spacing and header formatting between these creation methods.
Lastly, the Clause Editor is very low-feature and would be better served using the same WYSIWYG editor used when editing a contract after creation. Is there a plan to address this lack of features in the Clause Editor, too?
Thank you in advance for any clarification on these upcoming features that you can provide. I understand if there are not things that can be promised, but acknowledgement of where we experience issues would be greatly appreciated!