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Ability to send multiple documents in one email - Invoices, Contracts, Attachments

Feature Requests

After watching your interview with Dakota Design Co. it seems paramount that we limit the number of emails our clients receive during onboarding and the entire process. The ability to combine documents into one email (invoices/proposals/contracts/attachments like welcome packets, etc) would create a superior client experience and team workflow.

Posted by Anderson Haro ·
2 comments

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Comments2

  • Hayley McDonald

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    Sep 30

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    Merged request

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    4 votes

    Sending Multiple Invoices

    It would be helpful if you could send more than 1 invoice at a time.

  • Karen Hattan

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    Apr 4, 2025

    The Client Navigation is very tricky for my clients - I am constantly getting emails about how they can’t find things - especially Retainers - and then they have to search their emails. This seems very very important.