Lock proposal "x" amount of days before the event | Feature Requests

Lock proposal "x" amount of days before the event

complete

Vanessa Velez

We want to be able to lock proposals so guests can't continue to make changes. We don't get notified when guests make changes and it causes us to have incorrect items if they change at the last minute

Created by Allie Furlong

February 25, 2023

Events Team

The new Proposal Locking is a blanket approach for all events - we set Due Dates / deadlines for each event, and would benefit from the ability to lock each proposal - either manually, like a toggle button to Lock for example, or the ability to schedule the Lock (much like we can schedule a payment), would be really useful if this is possible.

Anna Western

marked this post as

complete

We've added a new Proposal Locking option under Settings > Proposal Settings where you can select a timeframe after which guests cannot modify the proposal.

Joanna Fenerlis

marked this post as

in progress

Luke Hutchison

Merged in a post:

Ability to have proposals expire

Natalie Alvanez-Taylor

Expiration or rescind date is helpful especially for long leads

March 2, 2023

Luke Hutchison

Merged in a post:

Notifications when guests change proposal/ability to "close" choices

Katie Calub

Receive notifications when a guests edits their menu items and/or the ability to "close" when they can make selections for their menu.

March 2, 2023

Sarah Carney

I agree, this would be extremely helpful