An easier way to save your proposals as templates!
We know how important templates are for your ClientPoint, so we've made some amazing enhancements to make proposal generation even quicker! If you love the proposal you just made, including what you filled into the entry forms, you can now save it as a template straight from the files page!
Learn the step by step process here.
Other Feature Improvements:
- HubSpot API Integration Update to include products and ecommerce data
- Token Based Authentication for Netsuite Integration
- Setting under Advanced Configuration to switch print and send positions
- Set Revenue as an optional field under Settings > Advanced Settings > Advanced Configuration > Create Configuration
- Delete button on the Manage screen to move proposals to trash
- Generate a proposal link using Copy Link on Manage Page
*Requires a recipient to be added on the Info page, Copy Link is not available for proposals without the contact listed - When a proposal is externally signed please prompt for an optional file upload of the signed document
- Update downloaded proposal name
Have any questions? Please email support@clientpoint.net.