Uploading agreements and proposals to the contract option
On this platform you can only create or edit contract but Its nice to be very beneficial for us to upload our own pdfs for our different projects with clients .
Please make this available soon.
This request was merged into another request
Comments1
Claudia Appel
Sep 24, 2025
•Merged request
•1 vote
Document Uploads
Please allow us to upload items such as proposals or terms and conditions etc - docs that don’t require a signature. Right now I am uploading them as ‘contracts’ and that is ‘okay’ but I have to tell clients not to sign. It’s a work around but why not just have an area where we can upload?