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Proposal Manager

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Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.

Delete Proposals generated in error

No description provided
Guest over 1 year ago in Proposal Manager 3 Awaiting Prioritization

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 2 months ago in Proposal Manager 1 Planned

Clarify monthly payment as a gross amount on the proposal

When creating a proposal, the monthly recurring amounts quoted are NET of VAT and therefore will not match the monthly DD amount that a client is required to pay potentially leading to confusion or worse. I would like the GROSS monthly recurring a...
Rob Millen 3 months ago in Proposal Manager 0 In Discovery

Create proposals from a mobile device

I would like to create proposals from a mobile device (phone or tablet).
Rob Millen over 2 years ago in Proposal Manager 0 Awaiting Prioritization

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 about 1 year ago in Proposal Manager 1 Awaiting Prioritization

Proposal Manager - allow proposals to be edited at different stages of the process

I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes about 1 year ago in Proposal Manager 1 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 over 2 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 over 2 years ago in Practice Management / Proposal Manager 0 Planned

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 8 months ago in Proposal Manager 1 Awaiting Prioritization