Auto-Fill Contracts with Custom Fields in LaunchBay | Step-by-Step Guide

‍Auto-Fill Contracts in LaunchBay — Save Time, Avoid Mistakes, and Get Paid Faster

If you're still manually copying client info into your contracts, there's a better way. With LaunchBay, you can auto-populate contracts using custom fields, so no one has to enter the same information twice.

In the video below, we walk you through how to take full advantage of this feature to streamline your contract workflows — whether you’re setting pricing, filling in business details, or reusing common data across multiple fields.

▶️ Watch the full walkthrough to see it in action:

What Are Custom Fields in LaunchBay?

Custom fields are data placeholders that pull information directly from a client’s LaunchBay project. Instead of typing in things like:

• Client business name
• Billing address
• Project pricing
• Contact details

…you can insert a dynamic field that automatically pulls in the right info for the right client, every time.

Why Use Custom Fields in Contracts?

✅ Faster contract creation – You don’t have to hunt down or re-enter info
✅ Fewer errors – No more typos or forgotten data
✅ Improved client experience – Clients only need to provide info once
✅ Quicker project kickoff – Contracts can be sent and signed faster
✅ Better use of templates – Reuse contract templates across clients effortlessly

How to Auto-Populate a Contract with Custom Fields

Here’s the quick rundown from the video:

1. Open the Contract Editor in your LaunchBay account
2. Use the Text Field option to place fields in your contract
3. Go to your Fields tab in Settings, copy the custom field slug you want to use
4. In the Advanced Settings of the contract text field, paste the slug into the API ID
5. If you’re using the same field multiple times, just add _2, _3, etc. to the end of the slug
6. Save and attach the contract to a task or project

Once your client opens the contract, those fields will be automatically filled based on their project info — no manual entry needed.

Start Saving Time with Smarter Client Workflows

At LaunchBay, we’re on a mission to eliminate the back-and-forth that slows down client work. By automating repetitive tasks like contract preparation with powerful features like custom fields, your team can spend less time chasing details and more time delivering value.

Whether you're an agency, freelancer, or service business, LaunchBay helps you:

• Keep client projects organized
• Eliminate manual data entry
• Create a seamless experience from onboarding to delivery

If you're not already using LaunchBay, now is the perfect time to try it out.

👉 Start your free trial today and see how much smoother your client operations can be.