Release 48: New Proposal Editor & Project Management Improvements!
Project Management
Proposal Updates
New Proposal Editor:
Proposal editor checkboxes are no more! We've completely redesigned the editor experience to make it easier than ever to design winning proposals.
Section Total Display:
You can
choose where you want to display the total amount for systems or locations: top, bottom, or not at all!
Screen Shot 2022-02-07 at 7
Email Templates by User:
Until now, every proposal email sent by your company looked the same. Your sales people can now customize their own email content* to add a personal touch to every proposal.
*An account admin must activate this feature here.
Project Management Improvements
Batch Event Scheduling:
You can now schedule multiple events at once. Bulk create and then modify each event independently if any changes are needed.
Personal Calendar Integration:
Event invitations sent out to your resources can now be added to any personal calendar: Gmail, Outlook, Hotmail (does anyone still use Hotmail?).
As always, we've squashed some bug and made some performance enhancements to keep Cloud running smoothly!