Library of Terms and Conditions for Invoices/Proposals & Estimates
planned
P
Pierre Tugman
A library of T&Cs to pull from of would be useful when we need to have legal language on a invoice, proposal or an estimate. The account owner is responsible for the language in this library. It will make it easier for us to add language to customer facing documents. This would be a good first start.
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S
Sales & Marketing
planned
M
Mindy Gadsby
I think what I am after is the same - essentially a library of content blocks like Panda Docs does. Even better if the creation of the document could be automatically populated by a form using those content blocks. If they select "dog" the proposal populates with content blocks from the library about dogs just as a stupid example.