Signed proposal added to contact document
complete
Z
Zach Hall
Please allow signed proposals and estimates to show up under the contact's Document section.
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S
Sales & Marketing
Merged in a post:
add proposal, estimate, contract to contact profile
J
Jesse Hall
It would be helpful to have contracts uploaded to the leads profile after they have signed the contract/estimate/proposal.
S
Sales & Marketing
complete
T
Tom Street
This would be amazing if this could happen as currently we have to download and upload manually.
T
Tom Pacheco
🔥🔥🔥 Would be great if we could also have a workflow action to choose to upload the PDF as attachment to an opportunity!
I
Iver Aune
Is this estimate feature important for you guys too?
J
Jabez Choi
2nd That - this would be awesome
S
Sales & Marketing
planned
B
Brian Robinson
2nd that