I need a way to have two separate descriptions on each catalog rate: one internal (used by the AI for scoping and pricing) and one client-facing (what shows up on the proposal).
Right now when I add details to my rate descriptions so the AI knows how to scope things correctly, those same internal notes show up on the proposal to my client. I should be able to write detailed internal notes without having them appear in front of my customer.
Please authenticate to join the conversation.
Submitted
π‘ Feature Requests
14 days ago

Josiah Phillips
Get notified by email when there are changes.
Submitted
π‘ Feature Requests
14 days ago

Josiah Phillips
Get notified by email when there are changes.