Proposal Upgrades: Drag & Drop, Fixed Payments, and Live Preview

Modified on Tue, 25 Aug at 1:31 PM

Reorder services your way
Drag and drop service line items to rearrange them in any order you like — no need to delete and re-add.

Fixed amount payments
Payment options now support a fixed dollar amount, in addition to percentage-based splits.

Preview before you send
Preview exactly how your proposal or questionnaire will look before sending it to your client.

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