GoProposal Ideas Portal

Ability to download reports by services/line items would be very useful

We are constantly adapting and trying to improve our workflows so would find it very useful to be able to run a report on which clients have specific services or line items in their current proposals.

  • Andrea Thomas
  • Apr 7 2022
  • We're Taking A Look At This
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    Danielle Fisher commented
    April 11, 2022 10:57

    Hi Andrea.

    We'd love to understand your thoughts on reporting in a little more depth.

    Would you be free to schedule an interview with us?

    If so, please e-mail me at danielle.fisher@sage.com so we can arrange!