Posted on 

January 17, 2023

New! Data Fields Help You Maintain Consistent Data Across Your Contracts—And Your Tech Stack

Kate Erwin
Head of Content

In order to maintain a single source of truth for your business, it’s essential that your contracts are data-driven. That way you can maintain data integrity across your entire tech stack instead of dealing with costly data discrepancies that waste time and put your entire business at risk. 

To help you keep your business info consistent, we’re adding a new feature to Contractbook: Data fields.

What are data fields?

They’re a revamped version of the editable fields you already use in Contractbook. Data fields let you build workflows that automate your contract lifecycle and sync data between platforms to maintain a single source of truth. 

You can now:

  • Re-use fields throughout your Contractbook account
  • Get an immediate overview of your contract data via the data fields sidebar
  • Enrich your contracts using metadata 
  • And much more!

What’s the difference between data fields and metadata fields?

There are two types of fields within the Contractbook platform: Data fields and metadata fields.

Data fields are present in the contract body and all contract recipients will be able to see them. You can use data fields to add details that are likely to change from one contract to another, such as names, amounts, and dates.

Metadata fields are not present in the contract body. They’re essentially hidden fields that only your team can see. You can use these fields to track data that isn’t relevant for recipients, but needs to be associated with your contracts.

For example, you can use metadata fields to indicate the contract type, add a HubSpot or Salesforce ID associated with the contract, or add onboarding details for your Customer Success team that will get pushed into your CRM after the contract is signed. 

You can find all fields in the righthand sidebar within Contractbook. To make it easy to tell the difference between these fields, data fields (those present in the contract’s body) have a blue icon, while metadata fields (those that are not present in the contract’s body) have a gray icon.

What do I have to do to take advantage of data fields?

If you’re already using Contractbook, all your previous editable fields will be migrated to data fields. There’s nothing you need to do to take advantage of the new functionalities. You’ll now see a data fields sidebar where you can review and edit your data fields.

If you want to take better advantage of data fields and you’re not sure where to start, take a look at our data fields library for inspiration. 

Get ready to improve your contract workflows and get your data in order. And if you need assistance along the way, explore our help documentation.

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