Select Default Payment Options to show on Proposal
complete
M
Matt Tudor
When desking in the new desking tool, having the ability to auto select the payments and down payments by default within the tool. Its somewhat silly that when doing a deal I have to reselect the payment options each time I print another proposal. Also all of our initial proposals are the same so having the default saved on the payment grid would simplify. Lets make it happen Drivecentric
Photo Viewer
View photos in a modal
J
Jacob Coleman
updated the status to
complete
You are now able to select which payments will be shown by default on the Default Proposal via the Proposal section of New Desking Settings. Thanks for the feedback!
J
Jacob Coleman
updated the status to
gathering votes
J
Jacob Coleman
HI Matt, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hiya Matt Tudor, thanks for this post! I have a few more questions for you:
- Can you provide more details on the specific payment options you would like to have auto-selected by default?
- How often do you find yourself having to reselect the payment options? Is this a daily occurrence or less frequent?
- Could you clarify what you mean by 'all of our initial proposals are the same'? Are there specific parameters that are always identical?