When i marked that record payment - send automaticity paid confimation to the client

I'd like to be able to convert a proposal to a contract after it's been approved.

I'd like to be able to see the emails that I've sent to my clients after I've sent them.

Ability to record partial payments

I'd like to be able to easily export contacts within Indy.

I’m looking for a business management system to better streamline my freelancing business but I’m looking for one that gives my clients access to workspaces.

When creating forms, there should be an option that allows the receiver to upload files

I'd like to be able to download an annual income statement.

I'd like to be able to save proposals as templates so that I have a format to start with for each new client.

I'd like to be able to track time at the task level.