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Ability to add custom names to proposals and invoices for the customer View Portal.

Feature Requests

As a user, I would like to be able to add custom names to each proposal/invoice so that my client knows as-a-glance which one is which.

Posted by Jeremy harrison ·
Status: Planned for V21 comment

Comments1

  • DripJobs Support

    Team•

    Nov 22, 2024

    You can currently do this by changing the display name of the proposal in the proposal builder.