Contract Forms
Allows you to create a Service Agreement from an Estimate for your client to approve and create a recurring invoice from it.
Estimate - Service or Supply Agreement - Recurring Invoice
Saves time and will look professional.
No need to create manual agreement to marry the current gap between the estimate and creating recurring invoices. I seriously need this feature for service agreements to bridge the gap.
Nelson Musondi
shared this idea
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Dave B
commented
I just realized this does not work, the footer is on every page. So a two-page estimate shows this signature on each page.
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Dave B
commented
I'd like to see this as well. It's very important to have this in place to streamline this process.
I found a clunky workaround but I wish it was a whole part of this system. A Tab in the client portal for these.
I created a new template in my Estimates and changed the verbiage to say Contract, and added my signature and edited the footer to allow signature lines for them to sign it.