Reusable Services to build Proposals

To help streamline the proposal writing process, users should be able to include Product/Service details, including prices, in the account settings.

This will allow users to create proposals faster and ensure pricing is consistent across all clients and proposals.

In the Services module, when creating or editing a service there should be additional fields available to enter the service description, units, and price for the service (ignore my field for QTY, that is not needed here).

Any values entered here would be auto-populated when the service is added to a proposal. Users should still have the ability to edit details about the service as they are creating new proposals.

Having this feature would speed up the proposal creation process and help ensure consistency amongst proposals.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feedback

Date

Over 1 year ago

Subscribe to post

Get notified by email when there are changes.