Manage Proposals and Salespeople Permissions via Partner Center
It would be extremely help if the following could be achieved with the proposal section:
- There should be the ability to add proposal templates in the Partner Center for single or multiple markets.
- There should be the option to lock/unlock the ability to add proposals templates in the Sales and Success Center by Salespeople.
- There should be an option to limit/exclude salespeople’s see other salespeople’s proposals.
Currently sales people are updating and changing templates. If sales people are working independently, they don't want other salespeople seeing their proposals.
This has been communicated to Dakota.
Hello Zakir! This is Gabriel, one of the product managers here in Vendasta. Thanks for the great suggestions.
We know the experience of using proposal builder in multiple markets is bad and permission as well - you can't control the visibility of the proposal and the template properly and we don't have a cross-market view of the proposal in Partner Center. We also don't have a granular permission setting for each proposal.
These are problems that we have been looking into, and we will give an update on this as soon as we have them put on the roadmap!
Thank you for your reply Gabriel,
Updating the proposal builder would really benefit us. I am sure many other resellers would welcome the functionality of being able to add new templates, lock templates, and limit salespeople's from accessing other salespeople's proposals via the partner center.
Currently we are unable to fully leverage the proposal builder and I hope this these suggestions can be implemented soon.
Thanks again, Zak.