Creating Proposal Feature to share with clients

Under Consideration

フォローする

Matt D'Agostini

• 2026年02月16日 01:56

Often times, our sales reps are trying to assist our clients with narrowing down products from our Apparel Hub (link below).

Similar to SAGEWEB, which is used by many promotional product vendors, it would be nice to have a Proposal feature where we can highlight specific product options and add them to a PDF proposal or even specific URL link to share with our clients. Because these products have all the decoration prices listed, it would be convenient tool for our clients to punch in their desired quantities (including sizes) and receive firm pricing on their desired decoration method.

If all the proposals can be saved to a specific page, then it makes it even easier for the sales reps to view them for ideas and possibly even DUPLICATE them to save time when creating future proposals

12

• 

  Jake Scriver

  • 2026年02月25日 19:27

  I would use this!

  コメントアクション パーマリンク
• 

  Carter Page

  • 2026年02月25日 19:29
  • 編集済み

  Think this could be a great functional addition as a sales rep myself.

  コメントアクション パーマリンク

サインインしてコメントを残してください。