Overview - Documents & Custom Proposals
Overview of Estimates and Proposals
Automatic invoice creation after the proposal/estimate has been signed
Automatically send invoices for payment after document is completed
Configure custom email notifications for Proposals and Estimates
Create documents by uploading a PDF rather than starting from scratch
Create proposal templates and send proposals automatically inside a workflow
How to customise notifications sent in Proposals and Estimates
Fillable Date Field and Custom values support inside floating text elements
Multiple recipient support on Proposals and Estimates
Proposals and Estimates trigger now live inside workflows
Send proposals/estimates/contracts automatically inside a workflow
Share proposal/estimate links rather than sending an email
