New Update: Proposal Prefix, BCC Emails & Contextual Save Bar 🎉
We’ve rolled out several improvements to enhance your proposal workflow:
1. Customizable Proposal Number Prefix
You can now modify the prefix for proposal numbers. By default, proposals look like #10001, but you can now change it to anything – such as PR-10001 or QUOTE-10001 – to match your internal naming conventions or branding.
2. BCC Email for Proposals
You can now define a BCC email address for proposals, so you (or your finance team) automatically receive a copy of every sent proposal.
3. Introducing the Contextual Save Bar
We’re gradually updating the app to use the new contextual save bar. Instead of save buttons at the bottom of the page, you’ll now see a bar at the top to save or discard your changes.
🚀 These updates are now live! Try them out in Quotify > Settings and enjoy a smoother, more flexible proposal workflow.