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...)
09-11-2021 -
Activity
Newest / Oldest
B
Bassem Naguib
Status changed to:
In progress
B
Bassem Naguib
Status changed to:
Suggested
B
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.
Activity Newest / Oldest
Bassem Naguib
Status changed to: In progress
Bassem Naguib
Status changed to: Suggested
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.