E
Elizabeth A
It would be fantastic to have a fully functional proposal builder similar to PandaDoc, allowing for a seamless client experience. Ideally, it should include:
  • The ability to share proposals as a link with clients (rather than relying on clunky PDF downloads that are difficult to use).
  • Built-in fields for contract signing to streamline approvals.
  • Interactive client actions, such as buttons to easily “Accept” or “Decline” proposals.
This would greatly improve efficiency and user experience for both our team and our clients.