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Nick Nardone
Hallelujah, and all of the integrators rejoiced!!
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Jim Staples
Yes!
Kirk Chisholm
It's happening! Here's a screenshot sneak peek...
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Carl-Éric Dupuis
Kirk Chisholm Is there an estimated release date?
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Nicholas Reimer
Kirk Chisholm awesome! If not released yet can we try it out as a beta tester?
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Phil Speck
Kirk Chisholm I am also willing to beta test.
Kirk Chisholm
marked this post as
in progress
We've started the initial design process for this!
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Carl-Éric Dupuis
This needs to be prioritary
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Jim Staples
Really looking forward to templates. it would be a massive timesaver and make our proposals more consistent
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Jason Garlington
Tem-plates, tem-plates, tem-plates (beating drums)
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Nicholas Reimer
Jason Garlington Jason you sound like us! This has been planned since 2021! I've given them different ideas or different ways for proposals yet it doesn't happen. They want to grow with new options but won't add an implement part to Proposals which is what made Portal! D-Clouds tools has templates. Maybe one day! Been an idea and in the works since 2021 and been planned since 2023. It's now 2026.
Spencer Clark
Where are templates? I've been asking for this forever, told they are coming and nothing happens. This needs to be a feature already! Please!
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Nicholas Reimer
This has been in the works for years and "planned" since 2023. This is super important and needs to be prioritized. Especially with the option to limit the sales people from seeing only their own proposals, which is a good thing, it would be nice to have them be able to have their own templates vs copying other sales people's proposals as templates. I've been told this has been in the works for years. Probably since 2021 when this originally was requested. D-Tools Cloud Proposal software has this template feature and again I feel this needs to be prioritized. Nicholas @ Coastal Protection
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Luke Vandewark
the feature request for me would be to have default areas and products populate on new proposal creation. You know, stuff that goes on every proposal anyway without cloning or copying.. Ie. labor and warranty (onevision, parasol, etc).. similar to cover page and terms
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