Client Agreement - Customisation

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Henry Dhaga

• 23 April 2015 05:37

Ability to customise Client Agreements and be able to add fields and delete fields at a template level rather than at the email level.

Also ability to add contents in the header rather than just in the body of an agreement.

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  Lindsay Smith

  • 26 April 2017 07:42

  An option to have Group pricing instead of hourly pricing on the template would also be useful.
  I would also like to see the the edited/sent client agreement retained against a workshop record once created so it can be resent without reediting if required.  

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  Helen Arnold

  • 01 September 2017 05:13

  Agree it would be good to have the edited version saved against the workshop so it can be re-sent

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