We're rolling out a new experience. If your app looks different, you may be on the updated experience.
Thanks to all the wonderful feedback we have received from customers, we have built-in the following items to our proposal management feature.
Click the expandable arrows below to read more, or collapse the information from view.
Toggle to include total price
Toggle to include total price
Org Admins the ability to use a toggle button to show/hide Include Total Price by default.
Notification for bounced proposal emails
Notification for bounced proposal emails
If a Sales rep sends a proposal to a homeowner for a signature and the email bounces, you will see the failed reason in the proposal modal.
Pre-defined notes
Pre-defined notes
On the Proposal section in Manage workflows, an Org Admin can input pre-formatted notes that their sales rep can use to easily add dynamic information per estimate.
Request email eSignature
Request email eSignature
When an email is sent to a customer to be signed, you will see the success notification: "Request Sent"
