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Home Forums Other How do you guys pair contracts with Freshbooks/Curbbee?

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  • #25820

    Just curious… I’m really really digging Freshbooks right now and all that they have to offer. But one sticking point to the whole "email the estimate to the customer" thing so they can approve it, there’s not a way to pair a basic contract with it.

    Has anyone else found this to be true? My immediate thought was to export the estimate in PDF format, merge it with a contract copy in PDF format, then send the pair to the customer. If the client accepts, I’d just manually "accept" in the manager within Freshbooks.

    Has anyone else thought of a better way?

    Rob MacKay

    I know what you mean – and tbh I keep the contract sep from the bill… BUT your idea would be an awesome feature…

    Rob MacKay

    well cost is always part of the contract for me anyway… :)

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