We are thrilled to announce that we have augmented our Proposals and Estimates builder. Now, you can utilize additional custom fields nested under the Contact section!
This significant upgrade equips businesses to auto-populate additional data stored as reference custom fields for contacts whilst forwarding a proposal or estimate. This means you can deliver more personalized and detailed proposals, enhancing the chances of securing a deal.
Here's a screenshot for reference:
The populated value will also be made available on the preview link, plus any downloaded content. This feature provides a richer, more interactive user experience for your potential clients. Here's another screenshot to help illustrate this:
With these upgrades, you can now manage your leads more effectively, making your sales process more efficient and straightforward.
If you’re interested in learning more about this fantastic update, don’t hesitate to contact us. We're here to support you and answer any questions you may have.
Don’t forget to check out our previously released enhancements to proposal and estimate creation for your business. Visit the respective product update page to stay on top of all the exciting developments!