We love to hear your feedback. Your suggestions and ideas are important to us. Our feedback forum is a great place to post your ideas and vote on others. Please share your detailed use case and how the proposed enhancements can increase value to your business. We do read all of your posts, but may not be able to respond to all comments.
More information on the status of submitted ideas can be found here
Have the ability to merge a logo onto an offer document. We can currently merge information from the job and offer cards, however it would be good to also be able to merge a logo onto an offer document. This will significantly reduce the number of offer documents that we need to maintain, as we currently have to have duplicates of the same documents just with a different logo.
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What is the business process you are trying to achieve?
Reduce the number of template offer documents that are required to be maintained from approx. 250, to 75. |
This would be very useful - insert Logo or Header section (maybe even footer) to a document from a selection on the Offer card would provide the potential to dramatically reduce Offer documents stored in the platform. Also improve consistency of contracts to help ensure clauses and terms are maintained to latest standards