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Proposals: Project Creation, Copying and Enhanced Filter Options
Project creation can directly include services and additional services
If you prefer to directly include all services and additional services from the proposal into the project, this is now possible as a selection option during project creation.
Additional filter options in the proposal list
You can now filter directly by creator (1). To quickly filter for your own proposals, press "Q" on the keyboard. Additionally, the filter has been technically renewed, allowing for live filtering.
English image not yet available...
English image not yet available...Copying with more flexibility
When copying an existing proposal directly from the proposal list, the customer, currency, and language are pre-filled but can also be adjusted directly (2).
