Quick Wins Around Proposals

Previously, items marked as "optional" were not included in the subtotal and partial total. Now, you can also use the subtotal or partial total to sum up the optional items – for example, as a summary at the end of the proposal (1).

In proposal texts, the payment terms can now be used as a variable, similar to invoices (2). If the proposal is created without a customer (who may have different payment terms), the account default is used via the variable.
Learn more about standard texts & variables

When confirming proposals online via a link, the display of the proposal on a smartphone was not optimal, which is why an option is now offered directly on the smartphone to download the proposal to the phone (3).
Learn more about online confirmation of proposals

Services that are named the same in the proposal can now be optionally consolidated directly when transferred to the project.
Learn more about service transfer to the project