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Proposal Manager

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Be able to download time stamped accepted proposal and engagement letter

For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
Guest 7 months ago in Proposal Manager 0 Awaiting Prioritization

Delete Proposals generated in error

No description provided
Guest over 2 years ago in Proposal Manager 4 Awaiting Prioritization

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 almost 2 years ago in Proposal Manager 1 Awaiting Prioritization

Create proposals from a mobile device

I would like to create proposals from a mobile device (phone or tablet).
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

Proposal Manager x Office 365 integration

I would like proposals to be sent via my Outlook account so the prospect can see the email is from me.
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

Edited template doesnt update draft proposals

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 ...
Guest 9 months ago in Proposal Manager 1 Awaiting Prioritization

Automated proposal follow up

I would like to choose if / how / when my proposals are automatically chased for a response.
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

I would like the option to auto generate an invoice with payment request when a prospect accepts their proposal

My practice requests payment on receipt of an accepted proposal so it would be very useful to automate this process.
Heather Barnes almost 2 years ago in Proposal Manager 1 Awaiting Prioritization

Option to show / hide pricing when creating a proposal

I would like the option to hide pricing info when creating a proposal
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

AML x Proposal Manager integration

When creating a proposal, I would like the option to request the recipient verify their identity so that an ID check can be performed
Rob Millen over 3 years ago in AML / Proposal Manager 0 Awaiting Prioritization