New Feature: Add Customer Information to Proposals 🧑‍💼📑

The new proposal editor just got more powerful! You can now manage and display customer information directly on proposals, making your documents more personalized and professional.

What’s New

• Add Customer Information – Easily include customer details in your proposals.
• Load Existing Customer Data – Pull in information from your existing customer records.
• Create New Customers from Quote Requests – Use the data from the quote request form to automatically create a new Shopify customer account.
• Auto-Load from Quote Requests – Import customer data from the associated quote request (make sure to set up field mapping – learn how here).

Why This Matters

• Personalization – Customer details are visible and clearly presented on the proposal.
• Efficiency – Save time by automatically loading or mapping customer data.
• Professionalism – Present polished proposals that include complete customer information.

🚀 Try the new proposal editor today and start delivering proposals with personalized customer details included!