Ability to Add and Reference Proposal Description Throughout the Sale Process
The new "Proposal Description" field in the Sale Order model enables users to add a brief, custom description to each proposal. This field is available in the proposal form view , appears as a column in the proposals list view, and is included in the Good, Better, Best selection menus, making it easy to provide and reference additional context for every proposal throughout the sales process
Proposal form view as a single-line text box, allowing users to add a brief description for each proposal.
This field appears in a new column called Proposal Description in the proposals list view, making it easy to reference descriptions.
The "Proposal Description" is also integrated into the Good, Better, Best selection menus, ensuring consistency and visibility across all proposal options.
Start writing here...