Document Templates in Snapshots | Voters

Document Templates in Snapshots

in progress

Tom

Document templates should be captured in snapshots! That way we can create template contracts/documents for our clients and have them included by default.

February 19, 2024

Sales & Marketing

marked this post as

in progress

Alicia Streger

yes 100% agree! Need this!

Alex King

Really critical and standard feature to be able to sell contracts and documents with the SaaS. #1 on my list right now.

Pamela Brewer

This would be so helpful. I get ask this all the time. Right now I have to create the script then put it in a course or email to my clients.