Proposals > Manage Proposals
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Robert Davis
IDK if this has been rectified yet...
But can we please make it so ONLY you, as the sales rep, can see the proposals you've created.
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Ryan Blitz
Any updates on this? I have new sales people that have access to things they should not and can not access things they should be able to. Would be great for example if they can only see their own proposals or one I assign to them.
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Damien Orozco
How about making changes to the Proposal Builder so the content has a continuous flow rather than breaking things and creating blank pages that show up after it is converted to PDF? Just as if you were creating a Google or Office365 doc?
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Ed Washington
I like this suggestion but I think the sales person's manager(s) should be able to see it as well.
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Douglas Kosarek
I would like this to be permission based...so that my sales team can see the ones I have created as the partner, but not necessarily those of other members on my sales team.
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Damien Orozco
Douglas Kosarek: strongly agree. 5 stars.