Custom Fields

What are custom fields?

Custom fields let you capture additional information for your contracts beyond the standard fields.

Examples

  • Internal order number or SAP reference
  • Cost center or cost unit
  • Approval date
  • Compliance status or certification
  • Special contract terms
Custom Fields – Field list

Field types

Type Description Example
TextSingle-line text fieldOrder number, SAP ID
TextareaMulti-line text fieldSpecial conditions
NumberNumeric valueNumber of licenses
DateDate pickerApproval date
SelectDropdown with predefined optionsCompliance status
CheckboxYes/No fieldAuto-renewal

Set up fields

  1. Go to Settings → Custom Fields
  2. Click New Field
  3. Choose the field type and enter a name
  4. Optional: Mark as required
  5. Optional: Show in table (as additional column on desktop)
  6. For "Select": Enter the options (one per line)
Settings – Custom fields Custom fields in contract form

Where do fields appear?

Location Description
Contract formWhen creating and editing contracts
Detail viewBelow the standard fields
Contract tableOptional as additional column (desktop only)
CSV exportAs additional columns
REST APIIn the custom_fields object of the JSON response
AI ChatThe AI knows and searches your custom fields
PDF RecognitionThe AI also tries to extract custom fields from PDFs

Availability

Custom fields are available exclusively on the Pro plan.