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Solargraf Features: Document Management

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Add Payment Schedule

Provide the ability for me to populate a Payment Schedule on the Proposal.

Also, make the Payment Schedule available as a Placeholder in Document Templates.

rbdocusign.jpg 64 KB

2 votes

Ryan Hurlock shared this idea · Aug 26, 2024 · Report… · Admin →

Completed · May 11, 2026

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Ryan Hurlock commented · June 24, 2025 1:36 PM · Report

Provide Placeholder in Document Templates for the Payment Schedule as created in the Timeline section of the Quote

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Russell Bunce commented · March 28, 2023 1:59 PM · Report

Place holders in doc-u-sign integration to include pay schedule.

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