Contract Management

Feature Request: Integrated Contract Management with E-Signatures

I really appreciate the letter creation and invoice communication features in QuickFile. I would love the ability to manage contracts directly within QuickFile, allowing me to engage more effectively with my customers.

Key features of this enhancement could include:

  • The ability to share contracts and send it for e-signature approval .
  • A log of contract revisions and amendments , enabling better tracking of changes.
  • An option for customers request cancellation or request modifications to contracts.
  • Full integration with accounting records, ensuring that all client communications (invoices, contracts, and letters) are managed in one place.

This would greatly improve contract management while keeping the entire customer interaction workflow streamlined within QuickFile.

Would this be something that could be considered for future development?
@ALL! Vote, comment, and let the QuickFile wizards know we need this magic! :man_mage::sparkles: