Agreements (Version 2)

Much like invoices, it'd be great to set a due date for proposals that will trigger an email reminder to clients.

I'd love to be able to use the simpler version of "line items" (which is currently used on the invoice templates) on an Agreement, so that it can look/function more like a traditional simple invoice but also include all the great blocks available on agreements. Or maybe the reverse - add the same Agreement block options to invoice templates, so that we can do a 1-and-done workflow that contains everything in one place, without having to worry about the services options carrying over to an invoice as another step or item to track.

I think it would be super amazing to have a free text box to be able to add to an agreement or a document. It would allow a client to type freely / communicate short answers.

Would love the option to duplicate pages in agreements to streamline/ speed up proposal creation. This or being able to stack a container within a container (so that i could duplicate large swaths of objects) would be so helpful.

At the end of all my contracts, I add a section where they have to initial special statements. Confirming that they agree to to those statements. I'd love an option where they can initial next to each of those statements. As of now, there's just one full signature option.

Could we have the ability to add the entire doc's padding/margin instead of having to do this for each element in each page please.

Would love to be able to offer clients discounts off standard rates at the proposal stage. I have clients who come from institutions I am contracted with and I offer these clients a discount off my normal rate because of that special relationship. When sending one of these clients a proposal and contract today, I had to create a new service to be able to offer the discount, which was a challenge as I work by the word (so a 15% discount off .05 per word is .0425, but we lost those last two significant digits).

Currently, when sending an agreement using the share > moxie email method, there is no way to add an additional attachment to the email. This means it's very difficult to send both an agreement and an attachment in the same email.

I want to add a per item product to my v2 proposal with customer option to both choose the item and specify the item quantity. For example I have many monthly service items to bill per device or per user. I want the client to choose how many users or systems they want to include on initial proposal.

Right now the payment plan we use affects all service options, but maybe I´m adding a low ticket service pack and a mid tier so the client can choose one and only the mid tier has a payment plan option...