Attach PDF to Proposal
complete
L
Liam O'brien
Can we make it so you can upload or add pdf documents to a proposal and be able to organize it. For example an insurance agent needs to be able to provide the quote from the insurance company in the proposal
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Sales & Marketing
complete
S
Sales & Marketing
Merged in a post:
Attach a File
A
Angelie Dusanic
It would be great if we are able to attach files in our contract. We use contracts for our clients and we will need certain documents from them together with the contract. It will be great so we can switch over our contracts from Signnow
S
Sales & Marketing
Merged in a post:
Add Attachments to Proposals & Estimates
B
Beau Gast
Add the ability to attach marketing materials specific to items that would attach to the Proposal or Estimate. For example, you select a specific ceiling fan to install for a home service business, a PDF could automatically be attached from that item showing pictures of it and specs.