Proposals connecting to client tasks
T
The Mad Accountant
Tie a proposal to a client task so the client has one connected experience, instead of handling the proposal separately from the rest of their to-dos.
The flow would look something like:
- Attach a proposal to a client task, so the client can review and accept it from within that task.
- Automatically mark the task complete once the proposal is accepted
A similar flow should happen with invoicing.
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Amanda Aparicio
The Mad Accountant, are you asking for something like the below?
Tie a proposal to a client task so the client has one connected experience, instead of handling the proposal separately from the rest of their to-dos.
The flow would look something like:
- Attach a proposal to a client task, so the client can review and accept it from within that task.
- Automatically mark the task complete once the proposal is accepted
If so, are you okay if I update this post to reflect the above?
T
The Mad Accountant
Amanda Aparicio, yes just having some sort of connection that the project will continue on itself vs having to manually move it forward
Amanda Aparicio
The Mad Accountant: got it, and thank you for clarifying! Copying your original text below for reference, too:
> It would be awesome if the proposal acceptance clicked off the task in the project as completed when it is accepted and paid. Same with Invoicing.
> Having that connection would be very helpful!