Proposals lets you craft beautiful online quotes that give clients more detail and choice. In ServiceM8 14, Proposals get even better, with highly-requested improvements to make Proposals a better fit for you & your clients.
To keep Proposals digestible & help your clients focus on value, you can now list items by name, without itemised prices or quantities.
Some Proposals end up with multiple revisions. Now, you can review and restore past versions of a Proposal, at any time.
While online Proposals are better as an interactive experience, some clients still need a PDF. Now, they can save a PDF.
• How to create and send Proposals (Online Dashboard)
• How to view and restore previous versions of a Proposal
• How clients can download a Proposal as a PDF
• Desktop: To activate ServiceM8 14 features & improvements in the Online Dashboard, go to Account > Settings to find the ServiceM8 Launch 2025 notice, and click 'Activate'.
• iOS & Android: The ServiceM8 14 iOS & Android apps are now available in the App Store & Google Play.
