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Proposal Manager

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Price overrides

I would like to override default service prices when creating proposals
Rob Millen over 2 years ago in Proposal Manager 1 Released

Integration of Proposal Manager and Practice Management client page

Currently for any client there is no link between the client page and their proposal/letter of engagement. Users need to leave the client page, go to Proposal Manager, enter the client name into the search bar, search for the current Proposal base...
Alcinder Coal almost 2 years ago in Proposal Manager 1 Released

Practice Management x Proposal Manager integration (business info)

I would like to create proposals based on existing prospect / client data that exists in the Practice Management client list.
Rob Millen over 2 years ago in Practice Management / Proposal Manager 0 Released