Based on customer feedback
You're busy creating winning proposals—we're here to help you keep them organized. These updates are designed to streamline your workflow and give you complete control without the stress. The easier it is to manage your proposals, the more time you have to close deals (or celebrate the ones you close).
Got feedback? Let us know how these updates work for you!
Below is an overview of all the new functionalities. Some of these functionalities are only available with a premium subscription.
Fresh proposal list management
- Custom Folders per Proposal Status: Organize your proposals with folders that align perfectly with their statuses, keeping everything tidy and easy to navigate.
- More List Sorting Options: Sort your proposals by name, date, or other criteria—and we’ll remember your sorting preferences for each status.
- Clearer Dates in Lists: Proposal dates are now displayed in a more intuitive and readable format for quicker comprehension.
- Updated Proposal Details Design: The proposal details page has been revamped for a cleaner look and prepared for future plans.
Batch actions = fewer clicks
- Change Status: Update the status of multiple proposals at once.
- Assign Different User: Reassign proposals in bulk to the right team members.
- Delete Items: Quickly remove outdated or unnecessary proposals in one go.
- Add/Remove Tags: Manage tags across multiple proposals for better organization.
- Move to Folder: Shift proposals to the appropriate folders in a single step.
Export your list
- Filtered Export to Excel: Apply filters to your proposal list and export the tailored results to an Excel file for easy sharing and reporting.
Drag & drop simplicity
- Effortless Reorganization: Move proposals between statuses or folders with a simple drag-and-drop—no extra clicks required.
