Develop Proposal/Quote > Contract > Invoice flow
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Laura
I appreciate the automated invoice creation that has been built into the agreement templates. But I generally require clients to sign a Contract after they've approved their Proposal/Quote.
I don't want to include this in the Proposal/Quote as it makes the document pretty long and overwhelming.
I can't figure out how to automate the creation and sending of a Contract once the client has signed/agreed to the Proposal/Quote as the workflow process doesn't let you specify which agreement the workflow is referring to (unless I'm missing something obvious). So I'm having to manually create and send the Contract, which is time consuming.
If you could add this into the workflow that would be amazing. Ideally it would guide the client from Proposal/Quote acceptance, to contract signature to deposit on one screen.
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Paula Enos
Yes THIS! Honeybook has this with their smart files and I do miss that feature a lot. It kept that whole process moving.
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Brandon Hallock
Steps in tabs. Think a option to add a SOW thrown in the mix would be nice too
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Louis
+1 to this! Would be great if you could have a contract generated from a template once the proposal is approved by the client, so that the client can then sign the contract.
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Bec Lloyd
I would love this too - proposal on one page, they approve/submit, and it takes them to the next page with the contract etc.
I also use form fields (questions etc) in the proposal section so I would love to have that as well.
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Brandon Hallock
Bec Lloyd: was just going to post this lol