The Proposals Add-on has been a hugely popular feature, enabling you to send beautiful and rich online quotes which give clients more detail and choice.
ServiceM8 13 sees a great range of improvements to Proposals, making them more powerful and customisable.
When starting a Proposal, suggested templates are now based on similar past jobs, so they’re more relevant & helpful.
You can now save a Proposal as a template! Customise how you want it to start to systemise & speed up your quotes.
When starting a Proposal, if you have a lot of templates, you can also now search to find the exact one you’re after, fast.
After using a template a few times you’ll see its acceptance rate, so you can experiment to learn what works, and what doesn’t.
You can now set a theme colour for your Proposals to best align with your business’s branding.
There are now different layouts for the header to choose from. Plus, you can customise the wording to suit your business.
The Smart Writing Helper now understands the full context of your Proposal, so it can reference other sections, and avoid duplicating information.
You can now choose between job or billing contacts and addresses to display at the top of a Proposal — just click the dropdown.
For sent Proposals, you can now see if the client has viewed it, how many times they've viewed it, and when they viewed it last.
If a client hasn't clicked and viewed your Proposal within 24 hours, you’ll get a Notification, so you can follow it up.
The Proposals editor now has built-in Undo & Redo buttons, to make it easier to work with.
After a Proposal has been accepted by the client, you can now copy text from it if needed.
