1. Split Proposal View & Line Items

    New

    2
    • Added the ability to view the proposal form split with the proposal canvas.

    • Line items in proposals now support more attributes (labor cost, equipment cost, and more).

    Improved

    1
    • Various improvements to the proposal form.

    Product areas:Proposals
  2. Proposal Pricing Engine & Product Catalog

    New

    2
    • Proposals now support a pricing engine. Add line items, set discounts, and more.

    • Added a product catalog. Create a catalog of products and services to use in proposals.

    Improved

    2
    • Improved the overall reliability of Proposals.

    • Improved UX around proposal creation.

    Product areas:Proposals
  3. Proposal PDF Download & Reminders

    New

    2
    • Added ability to download a PDF copy of Proposals.

    • Added ability to schedule reminders for proposals.

    Improved

    1
    • Various improvements to the Proposal canvas.

    Product areas:Proposals