Send proposals without requesting payment method
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Amanda Aparicio
updated the status to
complete
This is now available! You have the option to completely skip the payment method portion when creating a proposal.
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Amanda Aparicio
updated the status to
in progress
J
Joao Carvalho
To move the Payment screen to appear after Terms and Conditions of the agreement is a must!! We make our engagement letter in pdf and attach it as terms and conditions, it makes no sense for customer to only see it after they paid
Amanda Aparicio
updated the status to
planned
T
Tanya Bartholomew
Yes please!! - Currently, the FC proposal system doesn't work in Australia (however, we are still getting charged full price for the platform)
It would be great to be able to use the functionality to send out proposals to our clients and use an alternative payment platform (which we should be able to do regardless, Ignition doesn't force you to use their payment system)
C
Cynthia Moseley
Yes please!
A
Angie Denning
This would be a great option for our firm
C
Chris Earnest
This would be a great option for our firm!
M
Murry Guy
Would love for this to either be optional for us to display AND optional for the client to pay.
Amanda Aparicio
Merged in a post:
Payment Screen on Engagement Letters
I
Ina Holubev
Is there a way to make a Payment screen optional on Engagement Letters? We would like to have an option to send a quote to a potential client without making them feel obligated to provide their credit card information right away. Also, is there a way to move the Payment screen appear after Terms and Conditions of the agreement?
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