Automatically generate a contract from a proposal
There should be more options to create anything automatically from a proposal, especially contracts
I want the ability to add a 'calendly' type calendar so that my clients can reserve time/appointments.
Ability to accept payment from Contracts
I'd like to be able to accept/require payment from Contracts (via Stripe would be preferred).
Please have our logos saved into our contracts, invoices and etc. It's a nuisance having to upload it every-time... and have an uploaded logo system upon setup creation.
It would be nice to add notes for each client like in a CRM to record a phone call or meeting as a part of their client record.
Is it possible to add a deposit feature so that when a customer accepts the proposal they will be able to pay the deposit instead of setting a up a separate invoice for the deposit.
Custom URL's and Subdomains
I'd like Remove Indy Branding to include more white-label services where I can add my own logo and domain name. I want to essentially be able to use my brand throughout the entire product.
I'd like to be able to invite a contact to a meeting or a scheduled video call before creating a proposal.
I would love to see more templates for emails and automations for things to flow easily.