Create an 'Archived' proposal status | Feature Requests

Create an 'Archived' proposal status

complete

Kirk Chisholm

This status will be great to hide proposals from the main list without having to delete them.

March 30, 2020

Jim Staples

On archived proposals it would be very appreciated to have the link to the proposal break for the client. When I archive a proposal, the client would need to call me or contact me to discuss the project and then if decided I would unarchive and resubmit it to them with any updates and changes. Currently an archived proposal can be opened by a client if the proposal hasn't expired. It would also seem that by archiving a proposal that the proposal should also expire too.

Josh Willits

I recorded a quick little video on how Archiving proposals works in Portal (link below). If you want it activated in your account, message our team in the chat. Thanks for voting!

Watch video: https://orangeportal.wistia.com/medias/lzw6syjy86

Dan Liberman

This is what I asked for. Thanks.

Kirk Chisholm

marked this post as

complete

Released in beta today! If you want to try it out just reply to this email.

Taylor Allen

Kirk Chisholm: Please activate for Adaptiv Automation, thanks

Kirk Chisholm

Taylor Allen: Done!

Kirk Chisholm

marked this post as

in progress

We've started dev on this. Should see it in a few weeks!

Nate at Ideal Sound and Vision

Its been 3 years since this has been planned. Will this be coming soon?

Kirk Chisholm

Nate at Ideal Sound and Vision: Looking to start this in October.

Adam Zell

We had a handful of clients that have pushed off proposals for 6-12 months so it will be nice to hide, rather than delete the proposals, until the client is ready.

Kirk Chisholm

We plan to work on this in July

Nicholas Reimer

Kirk Chisholm: It would be nice if Proposals that expired would go to this Archived or a new expired status after expiration date. Also be nice to add our own statuses too.

Kirk Chisholm

Nicholas Reimer: Expired status is coming out next week!

Nate at Ideal Sound and Vision

How has this not been added yet? It seems like it would be very simple to add just another proposal status to the list of current ones. And have the ability to hit "Archive" after a proposal has been turned to "Completed"

Bill Reynolds

This is absolutely a needed feature.

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