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  • Features
    • CRM Client Management
    • Automated Onboarding
    • Secure Client Portal
    • File & Folder Sharing
    • Project & Task Management
    • Proofing & Client Approval
    • Invoicing & Billing Tools
    • Time Tracking & Billing
    • Email & Drip Marketing
    • Integrated Calendar
    • Privacy Encrypted Email
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    • 100% White Label Branding
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Author: Christopher

This user was created automatically by the IdeaPush plugin.
  • 2
    One-off contract generation/editing
    4 weeks ago
    Christopher
    open0
    Read more
    Read less
    Would be great if we were able to generate one off contracts from templates with placeholders for contracts that need extra input other than signatures. Things like contract amendments, etc.
    billing
  • 2
    Subscription email sequence/automation
    3 months ago
    Christopher
    open0
    Read more
    Read less
    Subscriptions need a reminder mechanism, instead of blindly charging clients who forgot about the very first invoice. A toggle for which clients would receive the email, and ability to edit the emails like the other email templates.
    automationbillingClientscustomizesystem building
  • 2
    Late fees for invoices
    4 months ago
    Christopher
    open0
    Read more
    Read less
    Sometimes clients "forget" and a reminder email isn't enough. Sometimes you've got to show a little tough love by assessing a late fee.
    billinginvoicing
  • 11
    Add ability to take deposit on Invoice
    9 months ago
    Christopher
    open1
    Read more
    Read less
    On top of partial payments to split up invoice amount, the ability to take a deposit immediately or by a certain date would be useful.
    billinginvoicing
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