Prevent Proposal Cloning
Cloning a new proposal is not always a good idea. Especially in a fast growing business. Expecting the sales person to make a proposal from a fresh template each time means you can keep a single source up to date with the latest information and branding policies. We have encountered a number of incidents where client details have accidently gotten into another's proposal. Also if an error occurs early on it goes into everything after. A simple checkbox in the settings to disable cloning across the account would suffice.
4
votes
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