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Proposal Manager

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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

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

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 almost 3 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 almost 3 years ago in Proposal Manager 0 Awaiting Prioritization