This page contains our list of features that are currently available and not available on the New Proposal Editor.
Just because a feature is not yet available, doesn’t mean it won’t be in the future, so make sure to stay informed and check back with us!
Features currently available
Autosaving proposals - NEW!
Billing rules for more control over billing - e.g. quarterly billing - NEW!
Unit-based billing - e.g. by employee, day etc - NEW!
Proposal options (on Professional and Scale plans only) - NEW!
Clearer proposal contract times, separated from billing start times - NEW!
Live previews of the client experience as you create a proposal - NEW!
A new proposal email experience to drive click through to proposals - NEW!
A new PDF experience that better reflects the acceptance experience - NEW!
A new client services view to see accepted services in one place - NEW!
Provided proposal templates - NEW!
Custom proposal templates - NEW!
Zapier workflow integration - Supported
Karbon workflow integration - Supported
Intuit Practice Manager workflow integration - Supported
Proposal short links - Supported
Features currently in development
What workflows have changed?
A small number of placeholders are no longer supported - see why here
Completing a proposal. This is done differently - see how here
Viewing proposals is now done from the client list - see how here
Enabling and updating payment methods are now performed in the Services tab or in the Billing Schedule tab - see how here
Features under consideration & research
Bulk creation of New Proposals
Marking a proposal In-Review
Conversations and notes on proposals
What are we working on right now?
Our top priority is supporting our XPM integration on new proposals. We have released a BETA program that is still currently in progress. Please note that some features like billing jobs are still being developed.
As our XPM Integration is coming with a complete rebuild and new and improved functionality, we appreciate your patience as we work towards a robust system.
We now support more job fields - like categories & budget - as well as improved visibility and job management post proposal acceptance with a new workflow view available at the client level.
Is the New Proposal Editor right for me?
Before speaking with your Customer Success or Account Manager, please first carefully consider the above lists to determine whether the New Proposal Editor is right for you.
If you absolutely need certain features (proposal deposits, adjustments...etc) and they are crucial to your workflow, then we suggest that you can utilize both the Classic Proposal Editor in conjunction with the the New Proposal Editor.
Please note that you can still continue to use the Classic Proposal Editor if you wish!
You can change your editing experience though Settings → Proposal Settings → Proposal Editor Experience at any time.
Our product team may reach out to you for research and development purposes. We are continually making improvements to our New Proposal Editor over time and appreciate your feedback and patience!
Please feel free to contact us with any questions by starting a conversation in the bottom-right hand corner widget on this page, or alternatively email us at [email protected]!