Users should be able to add invoice templates to contracts | Voters

Users should be able to add invoice templates to contracts

Eric Langley

Currently, 10/25, only individual products can be added to contracts. A more powerful and flexible capability would be to add invoice templates to contracts. This would allow for setting items in advance, such as whether to charge processing fees and customized terms and conditions. etc..

A week ago

Christy Allison

This! Being able to auto-email an invoice after signing is nice, but it'd create a much smoother conversion flow to be able to add the invoice directly to the document.