Proposal builder and chat on the proposal

Product Feedback
1

It would be great if there is an option to create a smart proposal right into the CRM with predefined templates.
Requested features:

  1. Smart proposal builder
  2. Readymade blocks
  3. Proposal templates
  4. Proposal actions like Accept > Sign > Payment and Reject >Chat > Revision
  5. Live Chat on Proposal
2

Oh that would be awesome. Currently thinking about getting a lifetime-deal for a proposals app but it wouldn’t integrate with SmartTask CRM so it would mean copying information back and forth. A native feature for this would help a lot, even if the first version would just be a simple, text based proposals editor.

3

Thanks a lot,

This is very demanded feature and we see why.

However, we currently have a few things in pipeline like Karma Dashboard, integrations and backend stuff.

We would relook at the roadmap once we address the above.

Regards,

4

Request for Quote Feature in Smart task CRM