Ability to customize the Proposal Action Button default | Feature Requests

Ability to customize the Proposal Action Button default

Min Kim

(for venues who will not be taking online payments)

ability to have it be on sign agreement only
ability to have the default be no action after they sign (not pay deposit)

March 16, 2022

Joanna Fenerlis

Merged in a post:

Ability to toggle automatic proposal flow off

Jamie Stephens

October 5, 2023

Joanna Fenerlis

Merged in a post:

add/remove option for payment tab

Sandy Hanshaw

need an option to add or remove this when sending clients final proposal. We have them pay their final bevg tab night of... we explain this many times over the course of planning. However, we've unfortunately had two guests pay their "final balance" thru PV when we want/NEED them to do it day of at the venue as it's two different programs and messes up our reporting, etc

October 5, 2023

Sandy Hanshaw

I think so...I'll give it a try. Thanks!

Luke Hutchison

Sandy Hanshaw - Thank you for reaching out! If you don't want the guest to pay, just set the action button after they sign to be "no action"..otherwise it will automatically advance to pay remaining balance. Does that make sense?

Sandy Hanshaw

Luke Hutchison: so we can't set it until after they sign? That means we have to keep tabs on when that happens to change the setting, right> Is there a way to set it up before sending the final to sign?

Luke Hutchison

Sandy Hanshaw: Yes, you would need to do it manually after they sign. We are looking at changing this in the future.