Add proposals to client's profile
in progress
Natashia Velasquez
Just like invoices are stored at a client level. It would be great if the clients' proposals saved to their profile as well.
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Amanda Aparicio
marked this post as
in progress
M
MJ Sullivan
Agreed
Amanda Aparicio
Merged in a post:
Proposals in Billings tab
A
Amanda Ethier
It would be great if we could see any proposals for the each client through their billing tab - instead of going through proposals and ELs
S
Stefani J Bean
AGREED! This would keep all docs in one place.
Autopilot
Merged in a post:
Show Proposal under client dashboard
S
Steve Tsonev
Current Challenge:
At the moment, proposals can only be accessed by navigating to the Billing tab and scrolling through a long list, which is time-consuming and inefficient.
Suggested Improvement:
It would be highly beneficial to have proposals accessible directly within the client dashboard. This would streamline our internal workflow by making it easier to locate proposals when they’re needed most. Additionally, it would enhance the client experience if they could view their approved proposals directly from their own dashboard.