Custom policies - edit in proposal | Feature Requests

Custom policies - edit in proposal

under review

Karen Wong

Ability to edit our standard policies within proposals based on requested edits provided by their legal team

October 17, 2022

Anna Western

marked this post as

under review

Rachel Steinhauser

This would be mega helpful

Kelsey Flanagan

Merged in a post:

Contract Personalization

Brittany Trent

Clients occasionally need us to add in language from their legal teams. It would be helpful to be able to edit the template contract on an event basis to make those changes and have the contract live in the Perfect Venue system vs an outside system like Docusign.

January 10, 2025

Kelsey Flanagan

Merged in a post:

Change Policy per specific event

Sarah Dionne

Some proposals have differing deposits/f&b minimums. It would be nice to be able to modify contracts to showcase different terms

December 19, 2024

Sarah Dionne

yessss! I have different minimums and line items for some events and it is so frustrating to not be able to edit the policies in each proposal to reflect that.