My agency is using 3 different pieces of software to facilitate proposal creation (building our brand + trust), signature gathering, and onboarding. I know that the Vendasta proposal tool was sunsetted in February, and now the 'orders' function is the current technical replacement. That said, the Orders function is not UX/UI friendly for end clients. This gap creates a huge break in our sales workflow and any hope of streamlining it with automations. This bottleneck makes it hard for me to envision pitching the current CRM AI to clients if we, ourselves, are bottlenecked here. Is there a solution in the works?
