Ability for client to be able to login and see all proposals that have been sent to them
I would love to be able to login to my contractor's accounts that use NiftyQuoter and see all the proposals they have sent to me. Which ones are awaiting review / approval, which ones have been declined, etc. its a pain to try to hunt down the link for each proposal separately.
I would also like my clients to be able to do the same - login and see all the proposals i have sent them and what their status is.
Dana Asper
shared this idea
-
Dana Asper
commented
the link to "view all proposals" is great - but the person still has to have a url to get to a proposal - would be great if there is one url that is easier to bookmark/remember/provide - where people can go to access all their proposals without having to go dig up the link in an email archive.
-
Dana Asper
commented
The link to view the rest of their proposals is awesome!! and a HUGE help - but we really need an easier way to get there in the first place. i can't just go to [enter url here that is easy to remember] and view my contractor's proposals - each time i have to go hunt down the link. i assume my clients find this tedious as well. some sort of url would be great!!!