Ability to send or check Proposals and Invoices from the mobile app
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S
Sales & Marketing
complete
A
Admin Admin
Documents & contracts templates are extremely buggy. Templates don’t show up and are difficult to navigate with the mobile app.
B
Bryce Claudin
such a deal breaker why isn't this already here?
B
Brady Kirkpatrick
Not only should it be able to be created from the mobile app, but you should be able to initiate it from either the contact record or the Opportunity record.
D
Dan Page
Is this still happening? Any updates or estimates on this? Shaun Clark
M
Mathis Gheddache
Shaun Clark Is this proposition still Q1 2024 like you mentionned on Facebook ?
E
Edison Lopez
Please allow us to collect the signature from the prospect in person. Like most people in the comments here, I work with contractors which all go out, in person and collect signatures there. If they could simply pull out their iPad and have the customer sign right then and there, that would alleviate a huge pain point.
I
Iver Aune
Is this estimate feature important for you guys too?
D
Devon Eddy
I would add that creating proposals/invoices should be a part of this as well. Many of our clients work in the field off their phone primarily and this would be a huge win for them
G
George Cecil
I cannot wait for this feature to be implemented. My client's and any prospects will be thrilled to have this added to the app.
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