Quotes and contracts functionalities
complete
Product Team
updated the status to
complete
Proposals and Contracts are now live on the platform.
You can create new proposals and templates, add details about your team, a custom proposal for the client, services offered, pricing, and contracts.
Here is a step-by-step guide to using this new feature:
https://help.thatstheone.com/en/articles/14895465-proposals
Please don't hesitate to reach out to support@thatstheone.com if you have any questions.
K
Kerrie Jayne
Product Team This is marked as complete but i cant see a way to create a contact only a place to upload one in the poposal
Product Team
updated the status to
in progress
We are working on this feature and plan to release it in the next few weeks.
K
Kerrie Hester
Yes!! Please!! We have to manually do a contract through Canva at present, then put it in a google drive file to enable us to add it to quicklinks - if we could create quotes / contracts through TTO - that would be amazing. Great idea Greta!!!
Product Team
Hi Greta, thanks for the suggestion! We're currently reviewing this and would love to understand your ideal workflow for quotes and contracts better.
Would you be open to a quick call to walk us through it? If so, please feel free to book a time that works for you here: https://www.thatstheone.com/planners/demo
Otherwise, any details you can share in a comment here would be super helpful!
Product Team
updated the status to
under review
We are currently reviewing this feature and plan to have this in the coming weeks.