RELATED IDEAS
Terms & conditions / auto standard attachments / electronic signing
Really need to be able to add terms & conditions to all estimates & invoices as a standard attachment. In addition if these could be electronically acknowledged / signed
Hi all, I think this would be a very handy feature.
Online e-signing would be the ideal solution. The next-best solution would be having the ability to automatically add an acceptance (signature) field right after the estimate, with the option to append a PDF T&C document right after that...
Right now I'm doing all of the above with a PDF editor, after generating a quote in R1...