We're always looking for ways to make your proposal workflows smoother and more efficient, and today's announcement is sure to put a smile on your team's face! Introducing Internal Notes, a handy new feature that adds a layer of seamless collaboration to your proposals.
Say goodbye to scattered sticky notes and cryptic email threads. With Internal Notes, you can now add private comments directly to any section of your proposal, whether it's in draft or already sent to the client.
How it works:
- While working on a proposal, head to the "Notes" area in the sidebar
- Type your thoughts, suggestions, or questions in the dedicated note area
- Your notes stay invisible to clients but are readily accessible to your team members at any time
- Enhanced collaboration: Foster seamless communication and feedback loops within your team
- Reduced errors and omissions: Catch discrepancies and refine your proposal before it reaches the client
- Increased transparency: Maintain a clear record of decision-making processes for each proposal
Ready to experience the power of Internal Notes?
This exciting feature is now available to all Proposales users! Simply ask to our lovely Customer Success team to activate the "Internal Notes" option. It's that easy!
We're confident that Internal Notes will become an indispensable tool for your team's proposal creation process. Let us know what you think!
The Proposales Team