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Drop Down Option- Proposal

One thing i would like to see is a drop down option for your items in your proposal. Customers are getting overwhelmed seeing everything at once with all the info listen per item. It would clean it up a lot and customer can look at each section individually.

Status: Planned for V25 comments

Comments5

  • Anonymous User

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    Mar 6, 2024

    I've spent alot of time considering how much info and detail should be visual, as I agree alot of customers may be overwhelmed by the amount and then skip stuff. At the same time I feel it being acceible to them is just as crucial, so a drop down menu would resolve that, but as an option while building it. Alot of the details on the proposal are there for reference as they should be gone over during the estimate

  • DripJobs Support

    Team•

    Mar 3, 2024

    Can you elaborate on this more?

    • Brandon DeRoo

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      Mar 3, 2024

      From my understanding, I think they would like to hide all of the text per line item on the proposals as you scroll through the proposals it seems to be a lot if the customer is not interested in reading, but if they are then there’s a drop-down menu for the text to show

  • Anonymous User

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    Feb 28, 2024

    I have to agree. My most recent clients have all felt overwhelmed with every single item broken down on the final proposal.

  • Jules Granati

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    Feb 23, 2024

    100% agree! This is one of the only issues I have heard from clients with my proposals after transitioning from my other proposal format.