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Status Awaiting Prioritization
Categories Proposal Manager
Created by Guest
Created on Dec 7, 2024

Edited template doesnt update draft proposals

If we are updating and T&C's or any foundations of our proposal template, these do not flow through and update our draft templates?

Which means we then have to create a whole new template and start again, but cannot even delete the old one to prevent confusion?

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  • Admin
    Rob Millen
    Reply
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    Dec 10, 2024

    Thank you for submitting this request - currently each new proposal takes a snapshot of the available services upon creation - therefore any updates to the template will not be reflected - we would like to add a Refresh button to help in this scenario - refer here for updates as we plan out this work.