Create a More Robust Proposal System
C
Celia Surridge
I'd really like to see an upgrade that combines proposal, contract, invoice, and payment into one interactive file with branded templates, expiration dates, client package selection, and automations. This would streamline client onboarding, accelerate revenue, and align us with platforms like HoneyBook (I love their proposal system for services, but they are not an agency platform like Vendasta.)
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S
Scott Rutherford
This is a great idea. Could we also add Opportunities to this workflow?
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Jon Dunn
Agree! Abiliy to send the proposal as a link VS. a PDF and track opens.