document storage
Morgan Pace
Agreed - We have sell sheets and document spec sheets that we typically include with our proposals help visualize the products - I dont like having to bring the estimate out of Portal to attach them as a PDF and then email them outside of Portal. It defeats the purpose of 1/3 the feature set.
Having the ability to attach a document to proposals is important, either from the local PC drive or via a cloud drive from within portal.
Kirk Chisholm
Morgan Pace: You can attach any file in any of the description sections of a proposal.