Contracts/Proposals (Accounts) - Ability to Text Message Documents for Viewing and Signing (18405) [New Feature]

Proposals and Contracts now support sending documents to contacts via text message for viewing and signing. To accommodate this enhancement, the Send Email button has been replaced with a Send Notification drop down, offering options for Email and Text Message.  Similar to the email method, if a contact is associated with the account, they will display in the Send to Contact drop down for quick selection.



Pathway: Accounts > Orders, Quotes and Contracts