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Are Custom Contract Fields Copied from a Contract Template to an Event Speaker Contract in CRM?

  • Updated

Question:

When custom fields are added to an Events Management Speaker Contract Template, are the field values copied over to the new Speaker Contract record upon creation?

Answer:

Speaker Contract Generation supports custom fields, but only on the PDF output file that is created and attached to the Event Speaker record.

If the tokens are referencing the custom fields in the preset .docx template, the field values will be visible in the PDF document.

However, these custom field values are not populated on the new Contract record that is generated during the process.

Related Documentation:

CRM Help Documentation: Speaker Contract Generation 

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