Multiple Proposals per Opportunity

March 29, 2023

This was a customer driven feature. There are generally two scenarios where multiple proposals are useful. One scenario is when each proposal is unique and the other scenario is when a portion of a proposal is duplicated on another.
Because proposal data is used in charts, Users will need to pay attention to the checkboxes provided to control whether the proposal dollars are included or not at each milestone of the Opportunity

In the image above, the Blue section represents the Opportunity and the Green section shows the Proposals. The image below shines more light on the features of the Proposal area. Features that were once several clicks away are now at your fingertips: Add New Proposal, Open Proposal, Payments, Invoice, Proposal Signed.