Proposal Message Templates
gathering votes
D
Devin Inman
Would like the templates to be able to be selected when sending a proposal
J
Jacob Coleman
gathering votes
J
Jacob Coleman
HI Devin, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
D
Devin Inman
Just like on the regular text section on the customer info card have a drop down to add text templates I would like to be able to include any template we currently have or will create in the future
Shelby Parker
Hiya Devin Inman, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you envision the selection process for the templates when sending a proposal?
- Are there specific templates you frequently use or would like to have readily available?
- Would you like the ability to customize these templates or are the existing ones sufficient?
M
Mark Roberts
Shelby Parker I'm not Devin. But it's nice to have personlized company proposals. currently at my company we all Copy and Paste from Microsoft word. We customize templets so it would be great to use them on proposals