Thanks to all the wonderful feedback we have received from customers, we have built-in the following items to our proposal management feature.
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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"
