We're pleased to announce a newly upgraded proposal UI, now in Beta. This includes many features that have been requested by our customers:
- Over two dozen new substitution variables
- Support for over 200 currency formats
- Changes saved as you work, so you never lose a change
- Less clicks to complete a proposal
- Send follow-up questionnaires when proposals are completed
- Send an email your team as soon as a proposal has been accepted
- Rewritten fee editor, with many UI improvements
- Store lists of your products and services, and their pricing
While we test out this UI, the old UI is also available for your convenience.
If you encounter an issue, please file a ticket from within proposal UI or email@example.com.