New Desking - Proposal Options
gathering votes
C
Corey Hatcher
Legacy desking offered a variety of options for the proposal layouts. Would love to see that feature in new desking. Also a notification to the salesperson that the proposal had been written. Maybe an option to share the proposal with the salesperson.
G
Gary Jones
My primary issues are the payment area is HUGE if your showing a purchase and a lease at the same time (2 pages), and leaves no place to work your deal, and reconditioning on trades is gone. That's a very good tool when negotiating a trade. It is also a lot faster desking when I can desk from 1 screen screen instead of having to switch boxes from payment to lease to cash.
B
Brad DeSelms
I would like to see a basic 4-square proposal
J
Jacob Coleman
gathering votes
J
Jacob Coleman
HI Corey, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hey Corey Hatcher, thanks for your feedback! I have a few more questions for you:
- Could you please elaborate on the specific proposal layout options you found useful in the Legacy desking?
- What kind of notifications would you prefer for the salesperson once the proposal has been written?
- Could you provide more details on how you would like the proposal to be shared with the salesperson?
C
Corey Hatcher
Shelby Parker
- I really liked being able to show my customer's relative allowance/tax savings.
- Maybe an @salesperson in the customer's profile. Or even a text to the sales person option.
- I think the above answers that question.
J
Jacob Coleman
Hey Corey! We recently added Relative Allowance and Tax Savings to the Default Proposal!