Plan-specific service agreement and card on file per quote option

Auto-advance to plan-specific service agreement + card on file when using option quoting

When sending a quote with multiple frequency options (one-time, bi-annual, quarterly), auto-advance to agreement and card on file cannot be used. Currently the agreement is set in the review and send section, so only one agreement can be attached to the whole quote, and Rotor will not let the quote be sent without selecting an option first. Separate service agreements exist for each plan since each one specifically states the terms, like 2 cleanings per year for bi-annual or 4 cleanings per year for quarterly, so the agreement has to match whatever plan the client picks.

Requested:

• Ability to attach a service agreement template to each option in the sidebar editor

• When the client selects an option, Rotor automatically pulls in the agreement tied to that option

• Client signs that agreement and puts a card on file in the same flow

• Ability to send an option quote without pre-selecting an option