Documents Feature & Folder System

New

2
  • Documents! Create and share documents directly in ProVision. Think of them like Proposals, but without the pricing.

  • Folders! Organize your documents and proposals into folders.

Improved

2
  • Improved the UX around proposal viewing.

  • Moved Proposals and Documents into a Documents section.

Fixed

1
  • Fixed issue where line item edits were not saving.

Product areas:Proposals