If we are updating and T&C's or any foundations of our proposal template, these do not flow through and update our draft templates? Which means we then have to create a whole new template and start again, but cannot even delete the old one to ...
I have clients that are start ups, so may only need certain services in the early days. It would be helpful to be able to list other services and their costs so that clients know in advance what fees are. You could have a commited fees section and...
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...
It seems that once a proposal is made and sent to the client it canot be changed. Ideally it needs to be able to be changed and resent to client in case of disagreement or change of terms.
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.
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
1
Awaiting Prioritization
1
In Discovery
