PDF | Download button for prospects

Designer | Mobile Editing Capabilities

Independent text sizing, spacing, alignment

Integration | Pabbly

PDF | Ability to adjust PDF layouts

Make basic PDF layout adjustments independently of designer

Variables | Ability to reorder variables

Allow variables to be re-arranged in the Variables settings in the left sidebar menu.

Integration | Whatsapp

Integration | QuickBooks

Acceptance | Sticky accept button

Lead Capture

I currently have a blanket template that I leave on a public facing link. it would be great to have a lead capture to view the proposal. Name, Email, Phone number.

Integration | Formaloo

Proposals | Table of Contents

Provide a linkable table of contents function letting users skip between sections easily.

Branding | Ability to name brand colours

Acceptance | Success styling on accept button

e.g. button changes to green & copy changes to 'accepted'

Quote | Deposit paid & amount due options

Dashboard | Proposal Analytics

How long it took someone to view the entire document On what pages did they stop? How much time they spent on a given offer page. What are the buttons that they clicked etc?

Proposals | Multi language support

Provide an external switch on live proposals that allow them to be translated

Text | Text highlight

Sharing | SMS to prospects function

Acceptance | Ability to add a redirect

Timeline | Improved styling

T&Cs | Import PDF docs as editable / signable forms

Quote | Multiple tier pricing options

Themes | Allow saving of custom themes

Tables | Improved styling & formatting

Different text sizes in different cells Merge cells Easier arrangement of cells

Acceptance | Recurring Stripe subscriptions

Proposals | Icon library

Library of commonly used icons, eg: socials, pin drops, arrows, etc

Sharing | Email to prospects function

Proposals | Anchor links

Inventory | Improved organisation & sorting

Templates | Improved Organisation

Ability to organise/order templates – including section templates.

Quote | Define one-time cost and recurring cost items

(monthly, quarterly, yearly, etc)

Acceptance | Ability to add existing proposal variables

Dashboard | Improved organisation of proposals

The addition of search function & labels

Tables | Improved styling on mobile

Quote | Optional items the client can select/deselect

Quote | Discount for single line item

Media library for images & video

Quote | Ability to edit labels

(Item name, rate, quantity etc)

Quote | Improved styling

Quote | Quantity column to allow decimal point

Quote | Allowing multiple tax rates & tax free items

Buttons | Improved Styling

Ability to adjust padding, add rounded corners, customise font colour, customise font size & more.

Quote | Ability for client to update quantity of products