One-button proposal update

Deoclides Neto
Deoclides Neto Posts: 8
edited July 2022 in Ideas and Product Feedback #1

It would be great if I could automatically update my proposal based on new entries that I had inserted (for example, pricing/product tables).

Today, if I change the product/price/discount on the deal screen, I have to update the proposal document manually, and Pipedrives already creates a second/third version of it.

But I would like to do that automatically (which is more error-prone). An "update proposal" button would be more than welcome on the Documents screen.

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  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited November 2020 #2

    Thank you for your suggestion, @Deoclides Neto ! 

    I've made sure our team see it so they can take it into consideration in future developments of Sales Docs. Speaking of which, here’s how to stay on top of what’s coming down the line:

    • Follow What’s New and don’t miss any new releases.
    • Follow What's Planned to know what we're working on currently and what’s to come.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

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