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Quote - Proposal Improvements

Feature Request

My last CRM had a feature where instead of sending a basic estimate with line items, you could send a “Proposal” which can include testimonials, service process, insurances and worksafe, and a bit of a blog on our company. I am giving some larger estimates and id like to be able to show more about my business.

Posted by Porter Hansen ·
Status: Planned1 comment

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Comments1

  • Noah Sanches

    Team•

    Aug 5

    Totally agree, thanks Porter! Adding this to the roadmap. Once we get option quoting dialed in, we’ll look into adding this as well