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Status Future consideration
Workspace Case Management
Categories Case Goods & Services
Created by JOEL WALTERS
Created on Aug 27, 2019

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.

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Create A Quote Option

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There are many families that ask for an estimate or a quote for a funeral service and being able to quickly compile that information in a non case related fashion would be very helpful. Ideally it would be beneficial to click Create, and within th...
Guest 8 months ago in Case Management / Goods & Services 1 Future consideration