Proposals and Contracts
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Greg
Being able to create simple proposal and contract templates, and being able to link them with a form view, with added e-sign capabilities.
Then I could automate the full process from client onboarding to signing the contract and accepting payment through whichever invoicing app that I use via Zapier.
All the competitors in this space are lacking.
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Marcin
Yeah! That would be huge improvement to client management.
Joshua Yeary
Yes Please!
Jandre
Hi Clickup team. When can we expect this feature to be live?
F
Fernando Arruda
We need It a lot, and I really do not understand why It was not yet implemented.
D
Dara Adah
This is so overdue!
F
Florent
need it a lot
B
Bram
Yes plsz
Darryl Bellamy
Would love to fully move from dubsado to CU, this would be a gamechanger!
Riah Gonzalez
Yes. Yes. Yes. This is seriously over due and I need it!
Luci N.
Merged in a post:
Proposal, Contract, Invoice Workflow
Emily Wagner
Generate the following client engagement workflow
1 - Proposal form (if client accepts they go to contract form)
2 - Contract form (ideally have a client signature field at the end then if client accepts they pay invoice)
3 - Invoice form (ideally with payment option linked to my bank account)
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