When proposals approved by client message needs to be sent to accountant
When a proposal is approved by the client, the client gets an email telling them their proposal is live but the accountant doesnt even know they have approved. Accountant needs an email too.
Clarify monthly payment as a gross amount on the proposal
When creating a proposal, the monthly recurring amounts quoted are NET of VAT and therefore will not match the monthly DD amount that a client is required to pay potentially leading to confusion or worse. I would like the GROSS monthly recurring a...
Proposal Manager - allow proposals to be edited at different stages of the process
I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes
about 1 year ago
in Proposal Manager
1
Awaiting Prioritization
We work on an hourly basis and not fixed fee so the current proposal manager is not usable in its current form. Ideally we would like to select the different tasks or processes to complete for the client (exactly like what can be done now) to then...
Gareth Jones
8 months ago
in Proposal Manager
1
Awaiting Prioritization
0
In Discovery
1
Awaiting Prioritization
