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Proposal Manager

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Create proposals from a mobile device

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

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 almost 3 years ago in Practice Management / Proposal Manager 0 Planned

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 over 1 year 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 almost 3 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 almost 3 years ago in 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 about 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 about 1 year ago in Proposal Manager 1 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 almost 3 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 almost 3 years ago in Proposal Manager 0 Awaiting Prioritization