Edit Client Agreements Individually
J
Josue David
I manage multiple clients, each with unique payment plans and fees. It's inconvenient to create a new agreement for each client. I would like the ability to edit agreements individually from a central page and select them when creating a client profile, rather than uploading numerous agreements.
K
KOY vaughn
This is a must have !!!!! Upload agreement and edit it within the clients portal this would save me time anc make us all look very professional