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Add fillable fields to a contract

Use bracketed field names in agreement text and mark the answers clients must complete before signing.

For planners · Proposals and contracts

How to do it

These steps are for PlanWell on the web.

  1. While editing the agreement text, write an uppercase field name in square brackets where the answer belongs, such as [CLIENT FULL NAME].
  2. Add an asterisk immediately after the closing bracket to require an answer: [CLIENT FULL NAME]*. Names such as [EVENT DATE]* and [CONTACT EMAIL] help PlanWell choose an appropriate input.
  3. Review the field summary beneath Agreement text. Choose Save draft before sending it.

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