Proposals, Estimates, & Contracts
Proposals and Estimates trigger now live inside workflows
Created At: December 6, 2023 5:07:16 pm
Share proposal/estimate links rather than sending an email
Created At: December 7, 2023 5:02:08 pm
Send proposals/estimates/contracts automatically inside a workflow
Created At: December 8, 2023 5:27:56 pm
Create proposals and estimate templates for consistency and automation
Created At: December 8, 2023 5:29:20 pm
Advanced Filters for Custom Fields in Opportunities! 🌟
Created At: December 8, 2023 5:48:33 pm
Multiple recipient support on Proposals and Estimates
Created At: December 8, 2023 6:21:28 pm
Automatic invoice creation after the proposal/estimate has been signed
Created At: December 11, 2023 7:44:57 pm
Floating signature element is now live
Created At: December 11, 2023 7:55:10 pm
Automatically send invoices for payment after document is completed
Created At: December 20, 2023 4:52:46 pm