Agreements (Version 2)

Would love to be able to add one-off questions to the new proposals like I can in Honeybook. For example, I ask them which monthly website care plan they would like to do once the site is complete - it's just one question so it would be easier than creating a new form for each question like this. Thanks for all your hard work!

It doesn't look like there's a way to tell Moxie to display the delivery estimate in quotes/agreements in a language other than English. I need to create quotes in Italian, but the "2 days", "One week" texts are always in English. Maybe the language could change based on the language set in the client portal? Ideally, I'd like to be able to specify the language I use with a client in the client profile.

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.

In honeybook, I was able to indicate which email template to associate with my proposals/contracts, so when it was time to send the proposal to a client, the correct email template populated immediately (instead of having to pick it from a list). Would love to see this feature in Moxie :)

Set padding globally, and not on each element/container.

Sometimes I need to mix and match services. Rather than starting with a proposal template then manually adding a new page and formatting it to include the services, it would be great if I could simply import the page from another template. For example, if a client wants an annual report, that’s one template. If they want web maintenance, that’s another. But if they want pricing for both, it would be great to be able to pull pages from the different templates and add them in to create a custom proposal.

I'd like to be able to test the proposals and contracts myself before sending them out to the client to make sure I set them up correctly.

I'd love the option to choose what kind of font is used in the signature element. ✨

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

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.