ProposalPoint December Updates

By Ryan O'Grady • Posted on Jan 17, 2018
2 minutes read

Approaching the end of the year things tend to slow down but at ProposalPoint we have been busy improving our services for our clients.

Agents now have the ability to create reminders to update a proposal so they can be reminded on a regular basis to update their proposals. Agents now also have proposal Numbers which will be shown in sidebars and in the headline of emails. The campaign calendar has also been updated with two options for clients to choose from. The new version is made to be more customisable with the option to add in details

Reminder to Update Proposal
Now ProposalPoint have a function to remind the agent to update their own proposal.
It can be set to remind the agent in specific date or weekly.

Proposal Number

When a proposal is created, there will be a number shown in the sidebar. The numbers will increase incrementally for the specific instance.
This number also will be shown in the headline of the email.

Campaign Calendar
We added a new update on Campaign Calendar. Now, there are 2 models that the client can choose.
In the updated model clients can choose the desired date and input the desired text on it. And it’s more user friendly.

Proposal Point