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Status In Progress
Created by Guest
Created on Jan 13, 2025

Require Agreeing to the Terms and Conditions on a Proposal

Ability to set the terms and conditions section as "required" so that the client/account would need to "agree" to the T&C before accepting the proposal.

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24 MERGED

Terms and conditions

Merged
We need the ability to be able to get clients to accept the terms and conditions for proposals similar to the function that you have in service contracts. It's pretty vital in some jurisdictions to get a signature on your terms and conditions othe...
Guest almost 2 years ago in Opportunities & Quotes In Progress