Custom Onboarding / Custom Contracts
Custom Onboarding / Custom Contracts are available on Growth, Premium, and Enterprise Plans
- Can I use custom onboarding processes on Liquid?
- How do I add my custom onboarding processes to Liquid?
- How do I clone my onboarding process?
- How do I edit my onboarding process?
- What kinds of custom steps can I add to my custom onboarding processes?
- What Liquid templates are available for use in custom onboarding process?
- How can I customize Liquid's templates for my own use?
- What format should my custom contract templates be in?
- How do I replace the Consulting Agreement with my own Custom Contract?
- What data fields can I have inserted into my custom contract in my custom onboarding process?
- How do I add additional data fields to my custom contract?
- How do I add signature fields to my custom contract?
- My custom contract has information about the scope of work and fees in it. How do I use this with Liquid?
- How do I verify my onboarding process?
- How do I check that my custom onboarding process is working properly?