Ability to have event templates (menu items, f&b mins, etc)
K
Kelsey Flanagan
Merged in a post:
Proposal Template
Z
Zachary Siegel
A way to load in line items in groups based on proposals.
J
Joanna Fenerlis
Merged in a post:
Standard proposal per event type
N
Nicole LaBounty
Ability to create a standard proposal per event type that can be added to a record with one click, which you can then customize (so items are not left off in error).
J
Joanna Fenerlis
Merged in a post:
Personalize Events
C
Chloe Wright
Be able to create event "bundles" such as marking it a Rehearsal Dinner and then being able to send automated emails and attachments specifically for a rehearsal dinner.
J
Joanna Fenerlis
Merged in a post:
Copying Proposals
F
Falon Chamberlin
It would be very helpful to have the ability to copy a proposal from a previous event, with the updated date/time/guest count automatically populated from the lead.