My First Proposal

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..Β 

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

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Upvoters
Status

Product Owner Approval

Board
πŸ’‘

Feature Request

Date

29 days ago

Author

Eric Schrader

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