Be aware if Airtable’s record limits:
- 50,000 records per base for Pro Plans
- 100,000 records per base for Enterprise Plans
If either of those limits sound like enough for you (and remember to consider how your base will scale over time), then also consider the following:
This is one of the weaknesses of vanilla-Airtable. Permissions can be set well for editing, but if you need to hide data from certain users then you need to separate that data into a seperate base (and sync it back to the “master”), or use a 3rd party portal like Stacker, Softr.io, Pory.io, or MiniExtensions.
That can be done with a table called Deals or Pipeline that uses a Single Select field to note the status of the deal (i.e. prospective, in-progress, completed). Use filtered Views to show only one status at a time.
Similarly, this could all be one table called “People” or “Contacts” that has a status field. Use a Kanban-type view to move a Contact from the “prospect” status to “customer” status.
There are several extensions to Airtable that can do this including DocuMint, FormStack, or On2Air.
The above services will let you press a button to generate the contract and add it to an Attachment field on the appropriate record. You could make a simple Automation that watches for changes to that Attachment field and sends an email out to the linked Customer when a new attachment is added.
