April 9, 2018 Software Update

IMPORTANT: The way proposal attachments are handled is changing.

Attachments will no longer be added to the email that is sent to prospects. Instead, documents will be available to download on the proposal itself. The documents will be accessible from anyone who has the link to the proposal.

There are two reasons for this. First, we have had many requests for this feature. Second, attachments can cause email deliverability issues.

With this update we are also making some really nice enhancements to the process of generating a proposal.

Enhancements:

  1. There is a combined email content page with the final Preview page to streamline the process of sending an emailed proposal.
  2. You can now use our rich text editor so you can have more control of how your message looks.
  3. You can now drag and drop attachments or click to browse for them.
  4. Attached documents will now appear on the Proposal site, and no longer appear as a traditional attachment in the email.

As always, our goal is to simplify the process, improve the content, and enhance the user experience!

See a screenshot below..

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