Create New Proposal from Client Page | Feature Requests

Create New Proposal from Client Page

in progress

Troy Springston

After adding a client it would be nice to create a new proposal from that page instead of having to go to proposals, create a new one and then add the clients name.

June 7, 2024

Ian Funay

Thanks, much appreciated. Ian.

Kirk Chisholm

marked this post as

in progress

We've designed this and will begin dev in a week. Look for it mid July.

Kirk Chisholm

Merged in a post:

Create Proposal from People

Kurt Kruel

It would be great to have a button to create a proposal from the contact view of the person we are looking at. It would save clicks back and forth.

A week ago

Kirk Chisholm

Merged in a post:

Create a proposal directly from the “People” search

Ian Funay

This would save time, since most of us always search to see it a client is already in the system, or to review their purchase history. 
Why not have a “new proposal” button right there?
Less clunky.

A week ago

Kirk Chisholm

Merged in a post:

Create a button for Proposals

Corey Smiley

It would be nice to look up people and click a button that says new proposal from that page.

A week ago

Kirk Chisholm

Merged in a post:

People First Proposal

Matt Leonard

A week ago

Nick Nardone

Yes, I am dumfounded on a weekly basis that there is no option to "start new proposal for this client".

Kirk Chisholm

Agreed! We've been looking at this.

Matt Leonard

We need an option to start a new proposal from a client's profile. 
We store information on this page about service plans, past project details, etc. and we usually reference this information BEFORE starting a new proposal. 
There should be an easy link to start a new proposal with the client info populated from that client's page.

Kirk Chisholm

Good idea. Can’t say when we might do this, but I like it.

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