Please can there be an option added to the proposal itself where you can turn on and off the multiple entities feature.
It does not look great when you are sending a proposal to a single entity prospect & on the costings breakdown is the company name repeated next to each service. It is not ideal to have to change the setting on and off each time.
The name works really well for when your using multiple entities, but not with single.
Guest
Hey everyone,
If you switch off the multiple entities feature before you do a single entity proposal, it will stop the company name appearing in brackets.
You can do this from Configure > Pricing Tool Setup > Multiple Entities (un check the box).
You can switch it back on when needed.
Thanks