Hollyatrosewood ut
Level 1
02-05-2023
10:26 PM
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During my test drive, there was a button in the settings to upload a contract and organizer that I could send to clients. I cant find it anymore. Where do I find a contract I can adapt and how do I upload it on proconnect to the documents I send to my clients?
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George4Tacks
Level 15
02-06-2023
09:47 AM
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Look for Engagement Letter
Answers are easy. Questions are hard!