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Proposal Manager

Showing 18 of 185

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 10 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 2 years ago in Proposal Manager 0 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 2 years ago in Proposal Manager 0 Awaiting Prioritization

Set permission levels for Proposal Manager

I would like to assign permissions to staff so that not all staff can view and/or create proposals.
Rob Millen over 2 years ago in Proposal Manager 0 Planned

Lead generation forms

I would like to be able to generate leads or even automate proposals using webforms that can be placed on my website, social media platforms etc.
Rob Millen over 2 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 2 years ago in AML / Proposal Manager 0 Awaiting Prioritization

Enable discounts on Proposal Manager.

I would like to be able to apply discounts on the proposals!
Guest over 1 year ago in Proposal Manager 2 Awaiting Prioritization

Proposal Manager x Google Workspace integration

I would like proposals to be sent via my Google account so the prospect can see the email is from me
Rob Millen over 2 years ago in Proposal Manager 0 Awaiting Prioritization