Agreement complete confirmation email
complete
Geoff Mina
complete
This feature is complete and is part of the workflow automations module.
B
Bec Lloyd
Hoping to add an extra thing re the customisable email that gets sent to the client: would like a copy of the agreement either attached as a PDF or a link to the online version so they can easily reference it later if needed.
Geoff Mina
planned
Geoff Mina
1/2 of this is done Bec Lloyd. You will now get an email notification when an agreement is signed. The other half with come with our new sales pipeline later this year.
B
Bec Lloyd
Geoff Mina: thank you!!