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Agreements (Version 2)
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Agreements (Version 2)

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Vendor Agreements
It would be amazing to have the ability to send agreements to vendors (similar to how it works on the client side) and have those agreements stored within their vendor profiles. This would be incredibly helpful for managing contracts with contractors or subcontractors in our business. Currently, I have to create contractors as clients (which clutters my client list) to send and execute agreements.
0
Add {{Package.Name}} token to agreements
Currently {{ Package.Name }} token is only available within the Services module in Agreements. Would love it if I could also include this token in other parts of my agreement (such as a formal legal agreement area), where it dynamically pulls whichever package the prospect/client has selected.
1
Artificial Intelligence Clause in Legal Agreement
There should be a clause added to the legal agreement template that describes the use of AI. There could be toggles to describe the various uses (idea generation, copywriting, image generation, etc.)
0
Conditional logic in agreements
I would LOVE to see the ability to have conditional logic in my proposals/agreements. I have two different ways to plan systems builds with my clients and I would love for them to be able to choose in the proposal once they've paid and then depending on their selection, a page to book a planning call or a form appears.
2
Add lead gen brochure feature
Would be nice to have an embeddable or shareable brochure that isn't attached to a specific client and can work as a lead gen feature. This could be done by integrating the products and services library with forms or through creating embeddable proposals/estimates that aren't linked to clients but will automate them as a next step.
0
Different payment plans for different service packages
Right now the payment plan we use affects all service options, but maybe IĀ“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...
5
Per Item Products In Proposal - Customer Set Quantity
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.
6
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planned

Ability to add images
It would be great to have the ability to add images to the text areas. I see that there is a media option but that adds a video not an image. It would also be great if we could get the text to wrap around the image. As an example when adding a company introduction to the proposal it would be great to add the owners image and have it sit nicely among the text.
1
Proposal Expiration Date & Reminder
Much like invoices, it'd be great to set a due date for proposals that will trigger an email reminder to clients.
10
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planned

Duplicate Pages in Proposal
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.
0
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