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Contract attachments

While adding any file to the Engagement module is really handy, it would be much more convenient to have attached PDF copies of your contracts directly to the contract in the Subscriptions & Renewals module. So, we added that option! (And it actually supports any file type.)

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Once attached, you’ll be able to pull that contract up any time from a link next to the contract name.

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Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

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