– Businesses will now be able to send a detailed proposal or an estimate natively within GHL
– This provides the ability to create a formatted document, use custom fonts, and styles, add headings and paragraphs, insert links and bulleted lists
– Businesses will also be able to insert images/video and table elements to make the proposals more informative and appealing to the potential lead
– This also provides the ability to insert a product list element and present an approximation of the costs involved in fulfilling the service. Businesses will be able to add product line items, apply taxes, and offer discounts to showcase the costs associated with the proposal/estimate
– This also empowers businesses to accept digital signatures on documents from potential leads or clients using the Signature element. Business users can send a document via email and allow potential clients to accept and digitally sign the document after reviewing it.
– When a client signs a document digitally, the system will generate a signature certificate by capturing the required information like the IP address and customer name/email to keep the digital signature valid
– The signature certificate acts as a valid document for the authenticity of the digital signature and will be added as the last page of the signed copy of the pdf
– The customer will automatically receive a signed/finished copy pdf after they accept and mark the document as finished
