Proposal Manager

Showing 24

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

2 VOTE

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

1 VOTE

I would like to be able to apply discounts on the proposals!

Guest almost 2 years ago in Proposal Manager 2 Awaiting Prioritization

1 VOTE

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