Ability to send agreement that automatically imports proposal line items into cover page of agreement as 1 cohesive document. | Voters

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.

July 9, 2026