Workflow Trigger for Signed Proposals
We desperately need a workflow TRIGGER based on when a customer signs a proposal to automate internal notifications, change the pipeline stage, send follow-up communication to the client, assign tasks, etc. Currently, there's no way to know when a client signs the proposal (you have to check manually). It all rests upon having a workflow trigger. Let's vote this up! Thx devs!
Quotes, Contracts, Invoices, Payments - All in one feature
Would like GHL to have the ability to send a 3 in 1 document link to clients, like sen in 17HATS, Dubsado, Honeybook etc. All you have to do is create a quote/proposal, contracts with legally binding esignature and invoice linked to payment. Eliminating the need to have the extra softwares. Attaching a screenshot of what I mean from 17 Hats. Thanks
Proposals and Estimates Dynamic Pricing
We need the ability to have fully dynamic product pricing. Most service pros need software that they can easily click boxes, options, etc to help create a proper pricing while standing in front of a customer. So this requires a template, and then they simply fill in their information, click a check box for one price. We also need conditional logic so that if they check a block on a price that additional prices are nested under those options to make it fast to add upgrades/add-on services. Ideally we can mix and match one time fees and subscriptions and have those visually shown in a column. Lets use lawn care: Proposal: 1) One time fee for plants -> Additional options appear for plant selection or custom option pricing 2) Subscription for monthly service 3) Subscription for quarterly pest treatment
Add Checkboxes On Proposals
Can you allow us to add checkboxes and radio buttons to proposals so leads can select certain things inside the proposal? In my current proposal inside HelloSign/DropBox Sign, there's a section where the client must add a "check" to their desired payment plan inside the proposal.
Show Payment Terms in Proposals - Like Honeybook
Honeybook lets you map out the entire payment plan and use smart payment plans. I can set the deposit amount, and then choose to spread out the remaining payments over the next X months or pay X% each month. When someone signs a proposal, shouldn't they know what the payment terms are?
Add Opportunity Custom Fields to Proposals & Estimates
Please allow an opportunity to attach to a proposal and or invoice, so that custom fields in opportunities can be used. because each job is different, and should not be at the contact level.
Signed proposal added to contact document
Please allow signed proposals and estimates to show up under the contact's Document section.
Columns in Proposals
It would be nice to be able to create columns in proposals so that we could format them better.