thepattywoodsQ: Three questions for you… 1.
Can you set up recurring tasks with notifications to the assigned team member?
2. Can you send proposals and contracts to receive signatures from new clients that will then send associated invoices automatically upon receipt of signature?
3. Can you set up automated client onboarding/offboarding workflows that trigger joins task completion on the client side? (Like Dubsado for instance)?
Daria_Flowlu
May 15, 2024A: Hello! Thank you for your questions.
1. Yes, you can create recurring tasks with notifications. Learn more: https://www.flowlu.com/help/articles/118-248--how-to-create-recurring-task/
2. You can only create and email estimates and invoices from Flowlu. E-signature is not yet supported.
3. Yes, you can set up automation for your tasks and provide external access for your clients to them. Find out more: https://www.flowlu.com/help/articles/118-532--automation/, https://www.flowlu.com/help/articles/586--client-portal/