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Add Salesperson name and number on proposal

Feature Requests

Add the salesperson who wrote the proposal and their number on the top of the proposal with our company name and phone number so the client can call the salesperson directly if they have questions on the quote.

Posted by Martin Devincenti ·
1 comment

Comments1

  • An Anonymous User

    •

    Aug 17, 2025

    I agree. We need to be able to have the salesperson’s name and phone number to the top of proposals in addition to having the customer name and phone number.