Preview agreements /proposals without having finalize it.
S
Sandy Alexander
The ability to preview agreements and proposals so you can see them before sending them. Without needing to finalize it, grab a link, then paste the link in a browser, then go back to it and make it a draft again, etc. That's a lot of steps just to get a quick preview of the agreement to make sure it looks ok to send. (Especially since we have use V2 which is more complicated then V1)
A
Aishling
This would be a great feature to add to agreement templates, so you can see how it looks (or you can share the link with your client who's Moxie you're building out, so they can check if they're happy with it). Without having to create an agreement using the template for a test client etc. etc.
J
Jaclyn Ionin
yes - came here to ask for this exact thing. This would be particularly useful to see whether tokens are properly populating.
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Danielle Henneberger
Yes please - Even just a 'preview' as you're creating the template if it has multiple pages. Sending without an easy preview slows down my proposal process
P
Paula Enos
Yes please!! A preview button for anything with a token would be amazing!
TaKenya Hampton
Paula Enos Yes being able to make sure the tokens worked as you thought they would
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Ebbie
Yes this will be such a game changer