Skip to main content

My First Proposal

Feature Request

A few would be nice to haves:

1) ability for a customer to select items they wish to move forward with from within the proposal

2) for onboarding, more options to go along with short text and long text - the basic field types: multiple choice, drop down, etc.. 

3) some form of integration with CRM's, SignNow

4) ability to embed documents and assign specific fields for initials or signatures - similar to how panda doc, signnow, etc. work

Posted by Eric Schrader ·
Status: Product Owner Approval1 comment

Log in to comment and vote

Comments1

  • Eric Schrader

    •

    Jul 29

    also the ability to place the date on the cover page as its own line or at the bottom