Customize Disclosure when Printing Proposal
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Bruce Patterson
Ideally, there would be a section in the New Desking Proposal that we could manually enter in text to show on the Proposal. This would be separate from the disclaimer line, and would allow us to enter information about Warranties, among other items so the customer can see it on the proposal.
Created by Tyler Garven
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Jacob Coleman
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Great News! You can now customize the disclosure on the default proposal on a per-desk basis! You'll see a text box after clicking "Share" which allows you to make any desired edits to the proposal. This can also be "locked" in Desking settings.
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Jacob Coleman
planned
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Jacob Coleman
gathering votes
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Tommy Dent
Jacob Coleman We haven't used the disclaimer field so I am not sure how big/what type of character limits come with this functionality but I assume this would 100% cover our needs - so long as we can edit from the desk and do not have to go into the settings with each desk to update.
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Jacob Coleman
Tommy Dent: There's no text limit - It just overflows onto the next page if it's too long. We'll update this request as that feature progresses on the roadmap!
Shelby Parker
Hello Bruce Patterson! Following up on this:
- What specific types of information, besides Warranties, would you like to include in the notes section?
- How frequently do you anticipate using this notes section for proposals?
- Would you need the ability to format the text in the notes section, such as using bullet points or bold text?
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Tommy Dent
Shelby Parker, I'll hop in here. Our Sales Managers at Kelley Automotive Group would utilize this field for a number of reasons. Rather than have anything hard coded to pull from the deal, an open text box/field would be ideal, even if you had to limit the character count to ensure everything fits on one page.
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Tommy Dent
Shelby Parker This function would be used on a daily basis for our users as we are currently handwriting any notes onto the worksheet today. Bullet points, bolds, and any additional formatting would be "nice to haves" but not requirements for the value-add we're looking for.
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Jacob Coleman
Hey Tommy, thanks for the feedback! We've considered adding this functionality by making the disclosure editable when printing the proposal - so you could insert any additional notes above the disclosure, while still keeping the pre-populated disclosure text. What are your thoughts on that approach?
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James Yoder
The notes section would be invaluable! We rely on it heavily to document key details about the deal structure, trade appraisal, additional vehicle information, and any agreements made beyond the numbers. Make Proposals Great Again! Just kidding… they’re great but this added functionality would be the bees knees.