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Add custom notes/message to a proposal


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Matt Schaberg

When emailing a proposal to a client, is offer ability to add custom notes and a message to a proposal. (Ex. clarify certain items the client is responsible to provide, etc...)

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Activity Newest / Oldest

B

Bassem Naguib

Status changed to: In progress

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Bassem Naguib

Status changed to: Suggested

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Bassem Naguib

Thank you so much, Matt, for your suggestion!

I can see how a proposal note field can be useful. And it is not too hard to add. Our team will discuss this request and we will see if this is something we can add in the future.