Default Deposit Setting
All of our proposals, no matter what is being sold, require a 50% deposit to move forward. It would be nice to have a simple default deposit setting encompassing all company proposals without having to either remember every time to add it, or build out a ton of proposal templates to sift through with each individual service.
Comments1
An Anonymous User
Jul 31, 2025
I agree this would be nice. Sometimes I forget to click yes, also the ability to select, request deposit later. Most of the time my jobs are months out, and I dont collect deposits until day of or a week before. I have to walk the customer through right now to click pay alternative deposit, and then they can pay it alternative (which is just later)