Digital eSignatures that are integrated in to Current that don't cost over £400 / year from Adobe20 votes
We’ve broadened our Online Quotation Approval feature so that all opportunity documents can be set up for approval! This means that you can turn it on for delivery notes, rental agreements, collection notes, and other opportunity documents.
As part of this, you can now enable simple signature capture for approved documents!
This is designed primarily for capturing proof of delivery or collection. You might like to use it for signing quotations and rental agreements, but keep in mind that, unlike Adobe Sign, the signatures captured are not legally binding.
Thanks for all of your feedback on legally binding signing services, we’re looking into an integration with Signable.
Currently we need to create a contact, then select a Xero contact to sync it with. It would be better to have an option to import an existing Xero contact without creating a new one.7 votes
Great idea! Use our import and export tools on the Integrations screens to import and export your organizations from Xero or QuickBooks Online.
When creating a new customer in current, also transfer email address to Xero contact1 vote
When creating or updating a Xero contact, Current now sets the Primary Person Email field using the Organisation’s Work Email Address. See our Xero Configuration guide for more information: http://help.current-rms.com/knowledgebase/articles/486916
I know Zapier is being looked at but to help with marketing it would be amazing to have Current integrate with MailChimp so that it pulls in the different marketing lists available and then we could specify which ones (if any) the client is subscribed to.
When the Current client portal/web site api catalogue integration then happens in the future it could become a tick box for the client themselves to select when they are requesting a quote.13 votes
Easily export your organisations, contacts, and venues into MailChimp lists directly from People & Organisations with our latest update.
To get started, see Configuring MailChimp Integration
Quickbooks Support, Link to Google Calendar1 vote
I was wondering if there were any defined workflows or plans for esignatures. In an ideal world, you could create a hire agreement on a Surface Pro tablet or Ipad, and the customers sign directly on the PDF, and then it gets automatically attached back to the opportunity and marked as 'signed'. Legally binding and paperless from end to end.199 votes
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