Questionnaire for Clients to fill out
Voters:
Pipeline/Check list of To-Do's & Alerts
Voters:
Update Color Palette section with Pantone Colors
Voters:
Electronic Signature for Invoicing
Voters:
Customizable option for Layouts for Proposal PDF's
Voters:
Save as button to make a duplicate of an existing contract
Voters:
Sync Events in Google Calendar
Voters:
Private Notes Section for Details client cannot see
Voters:
Something that automated emails/communication with clients about when changes are due, when next payment is due....kind of like a scheduler
Voters:
Ability to create new items directly in worksheet
Voters: