Ability to find proposal history
Megha Torpunuri
Merged in a post:
Ability to save multiple and past proposals
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Graham Morris
Please allow us to save a history of proposals sent to a customer. For example, if I have a customer request an amendment to a proposal or signed contract, but down the road they'd like to change back to the original, it would be nice to have a copy of that proposal saved within the event with a time stamp. This would be an amazing feature.
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Patrick Northen
Being able to restore a proposal to a previous version would be an extremely valuable feature. Without this capability, the proposal process becomes cumbersome—especially when clients are exploring multiple options and requesting various quotes. Recreating an earlier proposal from scratch, particularly when a client is onsite and ready to sign in person, is inefficient and undermines the customer experience.
This feature is greatly needed.
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Graham Morris
Please add this feature!