Create New Proposal from Client Page
complete
I
Ian Funay
Thanks for this, however we still have to enter the client into the new proposal, even though we were already in their profile.
It would be ideal if the proposal auto populated the clients info.
Kirk Chisholm
complete
This is now live on the site!
I
Ian Funay
Thanks, much appreciated. Ian.
Kirk Chisholm
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
K
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.
Kirk Chisholm
Merged in a post:
Create a proposal directly from the “People” search
I
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.
Kirk Chisholm
Merged in a post:
Create a button for Proposals
C
Corey Smiley
It would be nice to look up people and click a button that says new proposal from that page.
Kirk Chisholm
Merged in a post:
People First Proposal
M
Matt Leonard
N
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.
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