Q: Hi I am currently using Pipedrive to put together an Estate Planning Recommendations Report
The report is a series of templates with some stock photos explaining Wills, Trusts etc then followed by a summary of recommendations - portions of which which can be removed if necessary (i.e. the service is not needed).
On the left of the summary is a price list which is based on a spreadsheet and is automatically added up and a 20% VAT tax is added.
After this we ask the client to sign our terms of business.
Can these features be accessed in Documentero.
Would you like a copy of the report to view it?
I look forward to hearing from you soon,
Kind regards,
John
Jarek23197
Jan 4, 2025A: Hi. Our software can accept line items with various properties and sum up them. Check how to create summaries:
https://docs.documentero.com/documentation/templates/sections#table-rows-using-sections-repeated-block
We are not offering e-signatures in our app but you can obviously sign generated documents in third party tools applicable in your country.