Create online contracts or service agreements (like Jotform)
L
Lori Dunham
Services provided to clients sometimes need contracts and service agreements. Currently these are sent via email and the data in the document is at risk. Having a storehouse of available contracts/agreements that can be customize for various clients - that can be sent securely from with agency menu, or even better, the ability to have the client access the forms after entering some key information, would be awesome. The GHL platform could integrate the incoming info from the client into the contract/agreement template, and upon completion, send to the client and save in the platform for the agency to download later.
HIGHLVL-I-5479
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T
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.
J
Jerome Abel
Need this feature sooo badd now
S
Sales & Marketing
We are considering contracts feature as a separate product and will consider these requests as part of that product development.
Currently our focus is to deliver the proposals/estimates and once that reaches a steady state probably in Q3, we will take up contracts.