Using payment plan fields to automate installment plans on contracts by DocuSign

Options
Konkelicious
Konkelicious Member Posts: 1

Is there any possibility to use the payment plan feature in the revenue section of the deals for more than just the reports? I would love to use it to create the dynamic installment plan just by using the payment plan table as a field as such.


Is there any other solution for that?

1
1 votes

Active · Last Updated