Remember Selected Proposal Options
gathering votes
G
Gary Patrick
It would be awesome if the toggled selections made in the "Select Proposal Options" screen would become sticky for that deal/vehicle. Once we've made selections for a deal, chances are very high those are the selections we'll want for all subsequent prints/shares. It's a bit of a faff to have to change all the toggles every time we go back in.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Gary, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hello Gary Patrick! I have a few more questions for you:
- How often do you need to reselect the proposal options for a deal?
- Would you like the sticky selections to be resettable, and if so, how?
- Are there any specific options that should always remain sticky or not sticky?
G
Gary Patrick
Shelby Parker
1.Every time one needs to re-print or otherwise re-share a proposal, the proposal option settings revert to the default setting. Sometimes we need to re-print several times in a deal as we negotiate and/or explore various scenarios with a customer. Most times, we will want the same options selected.
- Yes, the sticky selections should still be able to be reset by the usual method of clicking on the "toggle" button
- We can already control any options that we always on or off via settings.