Great platform but room improvement
Overall, Moxie is a good platform with useful features, but there’s definitely room for improvement. Agreements/Contracts: One limitation I’ve noticed is the inability to customize where fields like signatures and dates are placed in agreements. Currently, the client’s signature can only appear at the top or bottom of the page, which doesn’t work for lawyer-drafted contracts with specific formatting. It would be great if Moxie implemented a drag-and-drop feature for this, similar to DocHub, which offers a much smoother experience for contract customization. Meeting Scheduler and Taxes: The meeting scheduler is a fantastic feature, especially with the option to require payment before booking. However, it currently doesn’t allow you to add taxes to the payment total. This is a significant limitation for business owners who are required to charge taxes separately (e.g., in Quebec, Canada). Moxie already supports taxes on invoices when integrated with Stripe, so it would make sense to extend this functionality to the meeting scheduler. Smart Fields for Contracts: As of now, there are no smart fields for agreements/contracts, which is surprising for a CRM. The absence of this feature makes automation less efficient, as you need to create a unique contract template for each offer and then manually set up workflows. Adding smart fields would greatly streamline the process of sending contracts and invoices. You can build workflows with conditional logics, but it's more work than if you had smart fields. I hope these suggestions are helpful and I look forward to seeing future updates!