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Total and Bi-Annual Wording
When I create a monthly breakdown of services along with pricing you only have Annual as an option. I do 6 month contracts so Annual doesn't apply and looks strange under the 6 month total. It would be nice if you had other choices like bi-annual or total. Don't want clients thinking this total amount is for the entire year.
Update Template
Add Option to update an existing template instead of creating always a new one.
My First Proposal
A few would be nice to haves: 1) ability for a customer to select items they wish to move forward with from within the proposal 2) for onboarding, more options to go along with short text and long text - the basic field types: multiple choice, drop down, etc.. 3) some form of integration with CRM's, SignNow 4) ability to embed documents and assign specific fields for initials or signatures - similar to how panda doc, signnow, etc. work
Proposal Updates
Hello, I'd like to be able to make changes to a proposal after sending. Say I send a proposal but I want to make a change to a price, I can do so before they've viewed it. Almost like they're viewing a landing page I guess? I was just having some second thoughts on a price I quoted, but from looking at the structure, it seems there is no way to change it even though the client hasn't viewed it yet. That capability would be nice. I'm going to roll with the quoted pricing since I don't have a choice now, but I'd like in the future to have this ability. Thanks, Sharon