History of sending questionnaires/proposals/contracts to clients

Sometimes, I’ll have a moment where I think, “Did I send them that questionnaire, or did I actually send off that design proposal.” Is there a way to see what we have sent? Or a little note in red that says….questionnaire/proposal/contract sent and a date? Thanks!

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Upvoters
Status

In Review

Board

💡 Feature Requests

Date

8 days ago

Author

Anne Golliher

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