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Proposal Builder
16
Changelog
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1
Spell/Grammar Check feature
Enabling a spell check/ grammar feature on the proposal Builder
0
2
Autofill Salesperson Contact Card, Including Photo
Right now, proposals autofill a salesperson's name, email address, phone number, and company. It would be great to have the salesperson contact card autofill (just like in the email builder) as it also includes their photo.
0
10
Create proposals from opportunities
Create proposals directly from opportunities so that products and packages auto-populate in the proposal's pricing table.
1
2
Select Multiple Boxes to Move
Allow for selecting multiple text/content boxes so you can drag/move them instead of one-by-one.
0
2
Page Breaks
Please add page break functionality like MS Word. The "PDF Overflow/Fix Overflow" doesn't work right. Very painful when you just need to page break.
1
1
Enable Deactivation of Proposal Templates
In order to not confuse sales people and have them only see the relevant respective proposal templates for their day to day business, allow to deactivate/archive all other templates not relevant to them.
0
7
Present multiple options in a proposal
Present multiple product or package options in a proposal so your customer can choose which option will work best for them.
3
3
Total Pricing for all products/services
Show total pricing by combining the monthly, one time and annual cost at the end of the Pricing Table.
0
1
Individual Salespeople Settings
Have ability to limit visibility/hide proposals of sales people from one another. Also, restrict salespeople from creating proposals.
0
3
AI-enhanced proposals
Having instant access to product marketing material from right inside of a proposal is such a big help, but it can be tricky trying to bring together information across multiple products with material written in different styles and tones by different vendors. r If AI could analyze the marketing material of all the products added to a pricing table and then create a summary of highlights, it would be a huge time saver for generating new proposals and templates!
0
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