Portal

SalesOS

Sales Automations

Auto-Generate Contract PDFs

Auto-Generate Contract PDFs

Required Files

Client Contract PDF Generator

Contract Record Notion Automation Formulas

Copy and paste the formulas below to the notion automation inside the PROPOSALS database in the event you don't have the automation set up.

Title property formula:

context("Trigger page").prop("Service Deal").map(current.prop("Deal Title")) + " Service Deal Agreement"
context("Trigger page").prop("Service Deal").map(current.prop("Deal Title")) + " Service Deal Agreement"
context("Trigger page").prop("Service Deal").map(current.prop("Deal Title")) + " Service Deal Agreement"

Service deal property formula

context("Trigger page").prop("Service Deal")
context("Trigger page").prop("Service Deal")
context("Trigger page").prop("Service Deal")

Due date property formula

/* Add 3 days to the date triggered */
context("Date triggered").dateAdd(3, "days")
/* Add 3 days to the date triggered */
context("Date triggered").dateAdd(3, "days")
/* Add 3 days to the date triggered */
context("Date triggered").dateAdd(3, "days")

Support

Next Lesson

Previous Lesson

Difficulty

Beginner

License

SalesOS

More Licenses

Support

Submit a Ticket

Already using your system and need quick help? Support tickets are your go-to for everyday questions and issues that come up as you use your purchased systems.

Submit a ticket when you need:

  • How-to guidance – "How do I use this feature?" or "Where can I find...?"

  • Troubleshooting help – Something isn't working as expected and you need assistance

  • General questions – Clarification on features, best practices, or system functionality

Support tickets are designed for quick, focused help to keep you moving forward. This is not for custom development, new installations, or learning sessions—for those needs, see Customization Service, Installation Service, or Consultation Call.

Choose this if: You're an existing customer who needs help with a specific question or issue.

Submit a Ticket

Already using your system and need quick help? Support tickets are your go-to for everyday questions and issues that come up as you use your purchased systems.

Submit a ticket when you need:

  • How-to guidance – "How do I use this feature?" or "Where can I find...?"

  • Troubleshooting help – Something isn't working as expected and you need assistance

  • General questions – Clarification on features, best practices, or system functionality

Support tickets are designed for quick, focused help to keep you moving forward. This is not for custom development, new installations, or learning sessions—for those needs, see Customization Service, Installation Service, or Consultation Call.

Choose this if: You're an existing customer who needs help with a specific question or issue.

Submit a Ticket

Already using your system and need quick help? Support tickets are your go-to for everyday questions and issues that come up as you use your purchased systems.

Submit a ticket when you need:

  • How-to guidance – "How do I use this feature?" or "Where can I find...?"

  • Troubleshooting help – Something isn't working as expected and you need assistance

  • General questions – Clarification on features, best practices, or system functionality

Support tickets are designed for quick, focused help to keep you moving forward. This is not for custom development, new installations, or learning sessions—for those needs, see Customization Service, Installation Service, or Consultation Call.

Choose this if: You're an existing customer who needs help with a specific question or issue.