Option to approve invoices/agreements in a workflow
K
Kaysi
approve and or edit the agreement and then send. this would solve the workflow issues for all of those who have to send custom agreements to every client. I would also add that it would be cool to be able to customise the email too before you send the agreement or invoice so it looks more personal.
B
Brittney Ashley
I would love to see this. This is the biggest thing missing for sure.
J
Jeanette Fast Redmond
Dubsado does this, it's one of the few things I miss from over there. I sometimes personalize emails and would like to be able to edit them before they fire.
J
Jocelyn Dunkley | plentifulcommerce.com
Yes this is especially helpful for recurring clients on a maintenance package