Sales
Manage opportunities, agreements, forms, and submissions.
By Geoff1 author15 articles
- Understand Sales in Moxie
- Manage your sales pipeline
- Work inside an opportunity
- Use the sales forecast
- Configure pipeline stages and default to-dos
- Create, finalize, and share an agreement
- Manage agreements and reusable templates
- Build and share a reusable form
- Send a client-specific form request
- Review and manage form submissions
- Build agreement packages that connect offers, payments, and projects
- Build branded agreement templates with live package links
- Add a PDF to a form or agreement
- Present an agreement one page at a time
- Let anyone sign an agreement from a public link