GoProposal Ideas Portal

Follow Up Date Reminders in GoProposal

The ability to see when proposals to prospects are due for follow up as per the date set in the proposal. Currently there's no way of seeing this other than by using a Practice Management integration or Zapier.

  • Danielle Fisher
  • Feb 9 2022
  • Great Ideas Delivered
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  • Penny Rowden commented
    March 08, 2022 12:23

    I would like to extend this to having an add to calendar option