Ability to find proposal history
P
Patrick Northen
Being able to restore a proposal to a previous version would be an extremely valuable feature. Without this capability, the proposal process becomes cumbersome—especially when clients are exploring multiple options and requesting various quotes. Recreating an earlier proposal from scratch, particularly when a client is onsite and ready to sign in person, is inefficient and undermines the customer experience.
This feature is greatly needed.
G
Graham Morris
Please add this feature!