Copy Proposal

I would like the ability to copy a full proposal and add a new client. Example: A realtor is shopping us and we provide an estimate. The client wants to hire us. Currently, we have to build the full proposal from scratch again and send it to the realtor’s client to get a signature and the contract underway and archive/reject the estimate/proposal sent to the realtor. Essentially, asking for “Copy to new client” feature. It will save us significant time and help us deliver a faster/smoother client experience.

Upvoters
Status

Completed

Board

💡 Feature Requests

Date

10 months ago

Author

An Anonymous User

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