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The ability to edit test in items in the proposal from the standard line items

The ability to edit the text in items in the proposal from the standard line items. For example the deliverables may be very different from project to project, although they are similar projects. Internal audits have different deliverable, or maybe a client wants a standard bookkeeping service, but doesn't want their books to be closed for some reason. With that being said, the ability to correct to the original service before sending would be good too, in case you mess up the wording. And an indicator on the proposal that it is an edited item, so that the onboarding and service staff know how to handle it.

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  • Apr 3 2023
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