Approve other documents in portal
Clients can already approve estimates in the portal, but we would like them to also approve our Terms and conditions.
Is it possible to configure a document upload tool in the portal were vendors can upload several pdf documents for clients to approve?
This can be the terms but maybe also drawings or plans?
21
votes
Anthony
shared this idea
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Anonymous
commented
Why not use Zoho Sign for approval for contracts etc as this comes with a certified signature.