"In an ideal world I would send a proposal through the CRM, transfer details from the proposal to the engagement letter, send the engagement through the CRM, customers would accept via e-signature, and this would take them to a screen where they can pay and sign up for monthly autopay. I can’t find a CRM that can do this."
The Proposals App Beta program will automate the process of getting your customers to receive and accept engagement letters.
This app is currently in beta and not yet ready for public release. Please contact our support staff to see how to be involved in the Method:Proposals Beta program.