New Features

Our new features with guidelines for use can be found in here!

Danielle Fisher avatar
9 articles in this collection
Written by Danielle Fisher

New: Add Project Titles to Your Proposals

You can now add a project title to every proposal you create.
Danielle Fisher avatar
Written by Danielle Fisher
Updated this week

New: Enhanced View Details Section

The proposal details section has been expanded, so you can access more information about any proposal.
Danielle Fisher avatar
Written by Danielle Fisher
Updated this week

New: Filter Proposal Options

You asked and we delivered! You can now filter your proposals by the principal in charge or person responsible for servicing your client.
Danielle Fisher avatar
Written by Danielle Fisher
Updated this week

New: Create Internal Notes For a Proposal

With every proposal you generate, you can now create an internal note for you and your team to see.
Danielle Fisher avatar
Written by Danielle Fisher
Updated this week

New: "Roadmap" Icon Option

You now have the option to change the icon for "Services to Consider" to a "Your Roadmap" icon. Here's why and how.
Danielle Fisher avatar
Written by Danielle Fisher
Updated this week

New: Personalise The Introduction to Every Proposal

It is now possible for you to make edits to a proposal introduction in the "create proposal" tool! Here's how.
Danielle Fisher avatar
Written by Danielle Fisher
Updated this week

New: E-mail Bounce Notifications

If your e-mail to a client has not gone through, you will now be notified by e-mail.
Danielle Fisher avatar
Written by Danielle Fisher
Updated this week

New: How To Create And Personalise Your E-mail Signature

We have now made it possible for you to design a signature for your e-mails. Here's how to configure these and what you can do.
Danielle Fisher avatar
Written by Danielle Fisher
Updated this week

New: Define The Basic Settings For Your Packages

You can now configure your packages to a particular annual revenue range, proposal type and letter of engagement type.
Danielle Fisher avatar
Written by Danielle Fisher
Updated this week