Upload signed contracts

New3

• NewSales

  Upload a contract signed on paper#

  When a move is waiting for a signature, upload the signed file and mark it as the signed contract. The move goes to Pending and the contract history records the upload.

• A View Estimate button in estimate emails. Estimate and reminder emails include a View Estimate button that opens the estimate PDF. Sales

• Schedule a follow-up when you send an estimate. The Send Estimate window lets you pick a follow-up call, text or email with a date and time. Sales

Improved1

• Send review campaign tests to several people. Test sends for review campaigns go to a list of recipients you can edit, starting with your own email. Marketing