Ability to send agreement that automatically imports proposal line items into cover page of agreement as 1 cohesive document.
James Everall
We want the ability after a customer approves a proposal, to generate an agreement that also includes the line item proposal information. So customer will sign an agreement that is not just our Tcs & Cs, but also includes the line item proposal they just approved.
Abdullah Al-Zandani
Excellent suggestion we are working on it. Hopefully no later than August 15th!