We've made several updates this week:
- Bulk actions on proposals 🎉
- Additional option to send proposals via text
- Filter on the Time Tracking report for Invoiced vs. Not Invoiced
Bulk Actions on Proposals
You can now create, delete, and send proposals in bulk! To create many proposals at once, simply go to
Create > Proposals
, select the list of clients, and click "Next". 
This streamlines processes by allowing you to send the same proposal to many clients all at once with just a few clicks.
If you're not ready to send the proposals, you can instead create drafts for all the selected clients. Draft proposals can then either be sent or deleted in bulk:
Send Proposals via Text
When sending proposals in either bulk or one-by-one, you have an additional option to notify recipients via a text message.
Similar to invoices, selecting the SMS option will send a text to the selected client(s) with a link to the proposal in their portal.
If a client doesn't have a phone number on file, you can add it directly from within the proposal when one client is selected. If multiple clients have been selected, then we default to sending via an email if no phone number is present.
This makes it easy to notify your clients using the method that works best for them!
Billing Status Time Tracking Reports Filter
We have one, new filter on the Time Tracking reports called "Billing Status". This lets you view tracked time that has been invoiced or not.
Additionally, we added a column to the export for the Detailed Time Tracking Report called "Billed" so that you can do any additional filtering and/or analysis. This gives your team the information you need in order to make informed decisions.
