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Description
Category
Estimating
Proposal and Contracts
Catalog
CRM
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Files
Measure / Takeoff
Project Board
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New Feature
Invoicing
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Estimating (1)
Proposal and Contracts (2)
Catalog (1)
CRM (0)
Dashboard (0)
Files (0)
Measure / Takeoff (1)
Project Board (0)
Settings (0)
New Feature (1)
Invoicing (1)
Customer Options and Alternates
The feature would allow a ConGenius user's customer to select optional items on the proposal which would automatically update the contract price. This would be used for alternates, options, and upgrades.
1
·
in progress
2
Customize font styling for items, emails, and proposals
Currently descriptions for items and other proposal fields don't have custom styling options. This improvement would allow styling such as bullets, headers, bold, and italics on proposals and item descriptions.
1
·
in progress
1
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