It would be awesome, if there was a way for a dealer Or Uptake to upload (and manage) forms that were part of their "agreement package" so when the agreement is created, it also creates these forms. Example - Tax Exemption; if a quote is dictated as tax exempt, the appropriate tax exemption form would be part of the Agreement PDF and sent to the customer as one. Each type of exemption form would be mapped to the type of tax exemption (ag, resale, direct pay, ect).
Kelly Kotara
