Latest News from the Travefy team
Feature update

New: Proposal Agreement Customization & Workflow Update 🎉

Stephanie avatar
Shared by Stephanie • January 25, 2024

Travefy's proposal workflow just got an upgrade to help streamline sales for you!

What's New:

  • 📝 Customizable Proposal Agreement Form: Create your own form to add questions, including CC Auth, that clients will e-sign when approving a proposal.
  • 🔏 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: