Subscription packages in proposals
complete
Jonathan Ramos
Merged in a post:
Client Option Selections on Proposals
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Alexandra Brooks
It would be great to have a feature where the client when reviewing and signing the proposal can check a box or select or dropdown, radio button, etc...
Could be useful when the client needs to choose between different packages. For example they could pick from three different logo packages.
Jonathan Ramos
complete
We're excited to bring you Subscription Packages in Proposals! The old "Estimate" content block has gotten a shiny new makeover and is now called "Services". After adding Service block to your proposals, simply click "Add a package" to include more options.
Your clients can now easily select from the available packages, and the choice will seamlessly integrate into your generated invoices if automation is set up. Alternatively, you can create an invoice directly from the proposal with the chosen package.
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Nyla Clement
Jonathan Ramos: Yay!! This is awesome. Now what's left for me to fully migrate is more accounting features. Looking forward to it.
Jonathan Ramos
Merged in a post:
Adding more than 1 fee summary block to a proposal
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Wendy Hawks
It looks like I can only add one fee summary to a proposal. I want to have two for different possible plans of rates.
Jonathan Ramos
Merged in a post:
Packages and Brochures
Dan Ryan
I would love the ability to send out a brochure with different packages I offer based on form responses
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Rebecca Pringles
Merged in a post:
Add more estimate block
B
Bea Reyes
It would be great if we can add more than 1 estimate block into proposals. This way we can quote option 1, 2, 3 and so on.
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Rebecca Pringles
Merged in a post:
Give user acess to choose from multiple packages!
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Tool Pur
I would like to request Multiple packages choosing as it is there in GoProspero!
Estelle Brunk
What about wages
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Rebecca Pringles
Merged in a post:
More than one Estimate on a proposal
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Marty Thierry
It would be nice to offer more than one estimate section. Or include one-time fee services estimate and then offer separate monthly services estimate.
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Ingrid Carleton
This, or the ability for the potential client to select the packages they want and have it display the total for those selections only.
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Tee Nicole
Ingrid Carleton: yes to this!!
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Rebecca Pringles
Merged in a post:
Packages, Bundles in Proposals
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Nyla Clement
The ability to create packages and bundles in proposals. I believe this would be a valuable addition to your platform, as it would allow users to create customized offerings for their clients more easily. Would you consider adding this feature to your software/platform? If this is already added please let me know.
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