Autofill Client Contact Details in proprosals/agreements
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Miranda Maslany
I'd like to easily add client contact info and my own contact info to my agreements - the same way that client info is filled in invoices (see screenshot below).
I currently have to do a lot of copy and pasting to input the following info at the top of my agreements:
Client:
Name
Organization
Job Title
Email
Website
Address
Geoff Mina
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New version supports real time tokens throughouth
Miranda Maslany
Geoff Mina: Amazing!! 🎉
Bryan Gasaway
It would also be great if the disclosure / agreement terms at the bottom updated automatically with client into + effective date being the date it’s created!