Activity Feed
- Posts
- Replies
-
Currently, all return PDFs simply have the name of the client as the PDF name, and all K-1 PDFs have the recipient name. It would be amazing to have the option ...
-
Right now, there is only the Flag Item option. It would be great if there were additional flag types like "estimate", "missing item," and "flag for reviewer". I...
-
There are four default options, but it would be super helpful for my workflow if I could change the descriptions on them. Even better would be to change the col...
-
Add customization options for the client letter (customize persona, partnership, etc separately). I have specific items I want to add, but there's no way to do ...
