Contract/Proposal > Allow for more branded proposals with graphics/formatting/etc

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+ 73 voters
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Planned
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C	Cole Mackin

Pasting from the chat: "Is it possible or maybe in the works to upload our own proposal template that's a bit more robost with graphics than just the text contract? I love being able to use DF to track when contracts have been viewed and for signatures but also want to use a more graphic proposal that looks more designer and client friendly than just a standard text contract. Example for my staging contract."

07-09-2022 -

Activity Newest / Oldest

DC

Something like better proposals would be a great addition.

Melissa's Designs & Co

Add more formatting / customization options to the contract (e.g., ability to add a table, options similar to a word document, images, etc.)

Debra Spindler Pinals

This would be fantastic! Plus, being able to generate a link to the
contract (like we can with the Questionnaire) would be very helpful!

Clare Reiss

Please move contracts to "settings". It is really awkward to have to access it only from a project. Thanks!

In Focus Interiors

It would also be ideal to have the option to automate the proposal going out, then the invoice going out right after the client signs the contract, or be able to send all 3 in one email.

In Focus Interiors

Agreed! I am using Canva for my beautiful branded proposals and then sending my clients a separate email with contract and invoice.

Cole Mackin

Status changed to: Planned

Julie Salmon

Would love to add attachments to contract. Also need a larger visuable logo and branding.

Cole Mackin

Merged with: Contract add-ons

Anna Wieczorek

I would love to be able to give my clients an option for a signature and/or an initial.
Also, I usually copy, paste and adjust my contracts to DF, when I do this I lose my LOGO as well as the formatting. I've moved on to docusign, but would really love to have the document sent to my clients through DF... a one stop shopping!
Thanks
Anna W

Sal

I would love it if Designfiles could make it available to attach a beautifully presented proposal (pdf), with the option for the client to sign electronically down the bottom.

Cole Mackin

Merged with: Attaching a Visually Pleasing Proposal

Germaine Gill

I would love this also! to keep everything cohesive

Alyssa Cairns

Would love any info on this project!

Cole Mackin

Status changed to: In progress

Cole Mackin

Status changed to: Planned