Ability to have event templates (menu items, f&b mins, etc)
K
Kelsey Flanagan
Merged in a post:
Import Proposal Template for inquiring clients
Z
Zachary Siegel
We have templates for proposal items that we would like to import instead of having to manually add each item for inquiring clients. Happy to chat more about this- but this would be a gamechanger.
K
Kelsey Flanagan
Merged in a post:
Proposal Template
Z
Zachary Siegel
A way to load in line items in groups based on proposals.
J
Joanna Fenerlis
Merged in a post:
Standard proposal per event type
N
Nicole LaBounty
Ability to create a standard proposal per event type that can be added to a record with one click, which you can then customize (so items are not left off in error).
J
Joanna Fenerlis
Merged in a post:
Personalize Events
C
Chloe Wright
Be able to create event "bundles" such as marking it a Rehearsal Dinner and then being able to send automated emails and attachments specifically for a rehearsal dinner.
J
Joanna Fenerlis
Merged in a post:
Copying Proposals
F
Falon Chamberlin
It would be very helpful to have the ability to copy a proposal from a previous event, with the updated date/time/guest count automatically populated from the lead.