Quotes, Contracts, Invoices, Payments - All in one feature
under review
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Puja Misra
Would like GHL to have the ability to send a 3 in 1 document link to clients, like sen in 17HATS, Dubsado, Honeybook etc. All you have to do is create a quote/proposal, contracts with legally binding esignature and invoice linked to payment. Eliminating the need to have the extra softwares. Attaching a screenshot of what I mean from 17 Hats. Thanks
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Scott Walter
This would be great. A quote builder to select Up Sells or select and Deselect certain products to build a quote would be helpful. PandaDoc makes you upgrade to their full plan for this.
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Fearghal Snowden
yes this would be amazing, this is really missing for service based clients, they need to qutoe/estimate jobs before they turn into invoices, it would also help us as an agency tot tracked quoted sales not just deal amounts
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Lisa Hines
Chiming in here. Yes streamline this for customers and back-end. Send contract (proposal), they sign, then pay with an auto-populated invoice. Boom!
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Tara Bulum
Estimates proposals are available, but it would be good to have the ability to change status (proposed, denied, paused, invoiced, needs review) and invoice from the signed agreement. Then the invoice is shown in normal view, but has link to proposal/estimate/contract. And to link them If another replaces it.
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Corey Riddle
Yes!
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Isaac Kgatle
Quotations are very important for us too. It would be great to be able to generate quotations (Estimates) for customers.
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The Scaling Team
This would be so helpful
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Iver Aune
Is this estimate feature important for you guys too?
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Jabez Choi
This would be so awesome
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Brian Carmichael
I NEEEED this
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