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Proposal Manager

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Proposal need to editable

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.
David Brown 8 months ago in Proposal Manager 2 Planned

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 8 months ago in Proposal Manager 1 Planned

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 over 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