Technology Updates

PDF Contract

Contracts & Proposals support PDF

January 10, 20241 min read

Significant updates to the proposals and estimates section of their service. Key points include:

  1. Enhanced Document Handling: Users can now upload their own PDF documents and add signature fields to them, akin to services like DocuSign or PandaDox. This feature was previously missing.

  2. Multi-Signature Capability: The service supports sending documents to multiple people for signatures, enhancing its functionality for group approvals.

  3. User Interface Updates: They have updated the naming convention from "proposals and estimates" to "documents and contracts" based on user feedback.

  4. Ease of Use Improvements: Sean highlights the simplicity of the process - users can drag and drop PDFs for upload, and the system automatically names the documents based on the PDF names.

  5. Future Enhancements: The next steps for the team include adding the ability for users to drag and drop fields in PDFs for others to fill out, completing the PDF flow. Additionally, they plan to integrate automatic invoice attachment and creation with proposals or contracts, enabling a seamless transition from proposal acceptance to invoice payment.

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Craig Morrell

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