Ability to generate a contract from an approved proposal
I'd like to be able to convert a proposal to a contract after it's been approved.
Ability to see past emails I've sent to clients
I'd like to be able to see the emails that I've sent to my clients after I've sent them.
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.
Forms file upload element
When creating forms, there should be an option that allows the receiver to upload files
Ability to save Proposals as templates
I'd like to be able to save proposals as templates so that I have a format to start with for each new client.