February 2024 Updates

For better organization, you are now able to pin sections so they appear at the top for fast access.

You can also use these pins when adding sections from your content library in proposals:

You are now able to click through and view the email templates you are using/have used to send a proposal. Just click the “View” button next to each email type.

If you want to download all of your order details - including strategies, categories, and forecasts - you can down click on the “Full Details” menu option on the top and then click on the “Download” button.

You are now able to add in CC and BCC emails right from your Send Proposal page. From this page, you can click on “CC” or “BCC” at the far right of the To row, and then click the plus sign next to “CC” or “BCC” to add in the email address. You can add an email from your client list, your team, or an external email.

Previously, when you edited a textbox that was mapped to an order field, you were able to add/change text, but when saved those changes didn’t save. This is because the textbox was still mapped to your order field. Now, the box appears as greyed out and has a pop-up indicating that the textbox can’t be edited.

Soon, we will be rolling out the ability to toggle the editing of the textbox for quick changes. Right now, to edit those textboxes you can either edit your order/line item on Reporting Zone, or edit the variable within the right-hand menu, as shown below:

You can now drag and select multiple items within a proposal or section to move in bulk: