Rebecca Berg September 21st, 2017

Update: One Time Forms

You can now create one-time forms / contracts / proposals within a job or a lead.

If you just want to start from scratch while you are in a job, you can by clicking the FORMS drop down in a job or lead and select what you want to make.


Of course, when done, you can save it just to that job OR save as template if you love it and want it as a template.