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Proposal Manager

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Practice Management x Proposal Manager integration (workflow setup)

I would like my Practice Management workflows to be automated to react for accepted proposals
Rob Millen over 3 years ago in Practice Management / Proposal Manager 0 Planned

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

Future services to be listed or a price list

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...
Guest 9 months ago in Proposal Manager 1 In Discovery

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

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.
David Brown 12 months ago in Proposal Manager 1 Planned

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

Hourly basis proposal manager options

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 over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Add logic to "Billed every year going forward" text on proposal documents

Under one off billing types there is a sentence "Billed every year going forward" even when you choose one off cost. This should be removed as it is confusing for clients who only have a one off service.
Hannah Green over 1 year ago in Proposal Manager 1 Awaiting Prioritization