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Quick Wins Around Proposals.
(English image not yet available)Subtotal and Partial Total for Optional Items
Previously, items marked as "optional" were not included in the partial total and subtotal. Now, you can include optional items in the subtotal or partial total, for example, as a summary at the end of the proposal (1).
Variable Payment Terms
In proposal texts, the payment terms can now be used as a variable, similar to invoices (2). If the proposal is created without a client (with potentially different payment terms), the account standard will be applied through the variable.
Learn more about Standard Texts & Variables
Learn more about Standard Texts & Variables
Online Confirmation on Smartphone
The display of the proposal on smartphones during online confirmation via link was not optimal. Now, there is an option to download the proposal directly to the phone (3).
Learn more about Online Confirmation of Proposals
Learn more about Online Confirmation of Proposals
Extended Service Transfer from Proposal to Project
Services with the same name in the proposal can be optionally consolidated directly when transferred to the project.
Learn more about Service Transfer to Project
Learn more about Service Transfer to Project







