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Contract Renewal - Allow attachment of updated documents

Related products:Freshservice
  • October 17, 2018
  • 1 reply
  • 15 views

Hi everyone,


When a contract comes up for renewal, it would be good if we could also attach updated contact paperwork etc.  Currently, when you create the contact I can upload this, but the only way to get the opportunity again is to delete the contact and create a new one.  This then removes the history of the contract.


It would be nice if the history contained the attachments for each renewal and the current contact contained the newly uploaded documents


Many thanks

Simon

1 reply