Coordinating dates for projects, payments, or deadlines can often result in miscommunication or delays. Without a clear way for clients to specify their preferred dates, businesses face the hassle of follow-up emails or phone calls for clarification.

Steps to Set Up the Date Picker Feature

  1. Navigate to Your Proposal or Contract

    • Log in to your Invoice Crowd account.
    • Open the Proposals section and select the document you wish to configure.

  2. Add a Date Picker Field

    • In the document editor, go to the section where you want the client to specify a date.
    • Drag and drop the Date Picker field into the document.

  3. Save and Send

    • Save your changes and send the proposal or contract to the client.

  4. Client Interaction

    • When the client views the document, they will see a clickable calendar field.
    • They can select their desired date, which will automatically populate in the document.