General documents for clients to view
A
Amy Dudbridge
I send my clients things like handover documents and website healthcheck reports. At the moment I write these up as proposals but they're not really a proposal document, more of a general one. It would be good if we could have a documents tab on the client portal that allows this function and be able to create document templates like we can with proposals.
Khriz Zaragoza
I would like to one up this feature. It would be a great feature where we can create documents directly from Moxie that we can send to client for approval. Right now, what I'm using is Upbase and keep switching between Moxie and Upbase. I saw kitchen.co has this feature that makes me want to switch to them solely because of this as it makes my workflow faster.
https://www.youtube.com/watch?v=wKqDJQGkfQQ
Geoff Mina
A
Amy Dudbridge
Geoff Mina any chance of getting this added?
Geoff Mina
Amy Dudbridge: In the interim you could embed a Google Drive or Dropbox iframe using our Custom Pages.
A
Amy Dudbridge
Geoff Mina: I've tried this but I find it's quite clunky with Google Drive permissions and I have to make sure the client can only see that one file and not any other client files.
Kristen Johnson
I would LOVE this. I send clients several documents like this over the course of their project.
Erica Collins
Vote++
Colleen Black
Second this. I need the ability to make more documents beyond a proposal. Especially a separate Contract document.