New: Proposal Agreement Customization & Workflow Update 🎉
Shared by Stephanie
• January 25, 2024
Travefy's proposal workflow just got an upgrade to help streamline sales for you!
What's New:
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📝 Customizable Proposal Agreement Form: Create your own form to add questions, including CC Auth, that clients will e-sign when approving a proposal.
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🔏 Enhanced Security: Clients will now be asked to verify their identity with their email for e-signature forms when shared a link, providing added protection for agents.
Click below for a complete overview and how to get started with your custom proposal agreement form: