proposals
M
Manny [Jaquavius] Robinson
adds a section for quick access to previous sent proposals that can make going back to numbers sent quick and efficient and not have to scroll through every text for the right one sent 35 days ago
Shelby Parker
Thanks for sharing this, Manny [Jaquavius] Robinson — totally hear you on how painful it is to scroll back through old texts just to find a proposal from weeks ago. To make sure we’re designing the right “previous proposals” quick-access area, can I ask a couple quick clarifiers: where are you sending proposals from today in DriveCentric (text/SMS, email, etc.), and where would you expect that shortcut section to live? Also, when you say “proposals,” what exactly do you need to pull up fast (the numbers/quote, the full proposal details, or the thread it was sent in)? And once you find it, what’s the main thing you want to do next—view it, resend it, copy the numbers into a new message, or compare it to a new deal?