Send entire project proposal vs. Individual estimates from project

It would be great if I could send a proposal for the entire project rather than having to send individual estimates from the project. I do lots of projects where we are doing 20 plus different items at a single house, and currently have to send individual estimates for each item or transfer each item to a different proposal platform to give the customer a full View of the scope of work. I know that hand off allows you to break estimates into groups but when I try to add so many items to one estimate, the app becomes very slow, glitches, or freezes. I also don't want the customer to open a proposal that freezes, moving slowly, or hard to easily decipher what they would like to move forward with or decline. In that sense, it would also be nice to add a discount to the entire project if a customer is signing on to multiple items. This just makes sense to me to make the app incredibly more user friendly and geared towards what I would like for a proposal!

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Upvoters
Status

Submitted

Board

πŸ’‘ Feature Requests

Date

5 months ago

Author

David Piedmont

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