request confirmation or accept terms
To streamline orders and eliminate the need for DocuSign; please create a feature that would request/require the customer to, accept terms of payment and or verify the accuracy of an invoice/estimate meeting their requirements and that they accept the terms They would click on a button or link, which would send notification to the sender providing them with confirmation of acceptance of terms
This would provide the QuickBooks subscriber with a confirmation document to protect them should a legal argument be needed, for an unpaid invoice.
This would save me hours every week, adding up to possible days in a month, weeks in a quarter or months in a year of manhours.
I currently do so much double entering of information because I don't have integration between programs to give me piece of mind and protection. requiring the customer to provide confirmation of:
Acceptance of terms of payment
Authorizing me to charge card on file if additional charges are incurred
Approving the order prior to services being provided.