Community

Find answers, ask questions, and connect
with like-minded conquerers around the world.

Notifications
Clear all

Automatic Proposal Generation

Page 5 / 6

Bill
50 Points
Posts: 12
 Bill
Joined: 4 years ago

Hey Team is it too late to become a trusted tester for the proposal feature?

Alysia Gradney
12 Points
Posts: 8
Joined: 4 years ago

This is a great request, especially for small teams. Right now we use an external proposal tool to do this.

Lee Mendelsohn
65 Points
Posts: 2
Joined: 4 years ago

I'd love to be a tester as well. 🙂

Derek Fox
73 Points
Posts: 31
Joined: 4 years ago

I'm finding myself wanting to be able to apply a tag in the automation and also adding the contact to a list. For example, when a new client comes on, I add apply an Active Client Tag and/or add them to a client list so I can message later. Hope this helps.

ErikaFyfe
32 Points
Posts: 3
Joined: 4 years ago

Hi Derek, you might be able to accomplish this with the Automations feature. We just added an "Add tag" action, so you could set up an automation like this: When an account is created -> Add an Active Client tag. We haven't built the ability to add a client to a list yet, but we should be building that soon. Does that help?

John Sorflaten
4 Points
Posts: 1
Joined: 3 years ago

I'd like to be added as a trusted tester as well. I have a background as a usability consultant/trainer, too. Thanks!

Veronica Preston
24 Points
Posts: 5
Joined: 3 years ago

Hi Joshua,

I am new here! Just wanted to know if the trainings were available.

Thank you!

Veronica Preston
24 Points
Posts: 5
Joined: 3 years ago

I would like to be a tester as well, if still available!

Henry Ayogu
4 Points
Posts: 1
Joined: 3 years ago

Please I would like to be among the trusted testers too.

John May
17 Points
Posts: 3
Joined: 4 years ago

If there's a way to still get in on this I would love to be a "trusted tester" as well please.

Teych9
106 Points
Posts: 14
Joined: 4 years ago

Hi Nicolas can the prices by put in AUD currency

Cathy Poturny
306 Points
Posts: 26
Joined: 4 years ago

I am perusing these now! thanks for the assist

nicholas
87 Points
Posts: 44
Joined: 3 years ago

Hey Michele! Thanks for your interest. Would you mind answer this quick survey we've got about pricing for a proposal builder?

Here's the link: https://surveys.hotjar.com/bd9a46c2-7826-42e7-bd7f-634ea052729d

nicholas
87 Points
Posts: 44
Joined: 3 years ago

Hey everyone! Thanks for your interest in helping us out as trusted testers.

We've got this pricing survey that we'd love you to get your opinion on.

Here's the link: https://surveys.hotjar.com/bd9a46c2-7826-42e7-bd7f-634ea052729d

TZegil
98 Points
Posts: 55
Joined: 4 years ago

Where is this on the project board right now?

Page 5 / 6