Update: Line Item Properties Now Supported in Proposals ✨
Following our recent update introducing line item properties in quote requests, we’ve expanded this functionality even further.
Line item properties are now automatically forwarded to proposals as well. This ensures that all customization details—such as engraving text, personalization notes, or custom selections—stay attached to the correct product throughout the entire quoting and proposal process.
What’s New
- Properties now appear on proposals when a quote request is converted.
- You can edit existing line item properties directly inside the proposal editor.
- You can also add new properties to proposal line items when needed.
Improved Proposal Editor Layout
We’ve also cleaned up the proposal editor interface to make it easier to work with line items.
Simply click the three dots menu on a line item to access additional options, including:
- Line item discounts
- Line notes
- Line item properties
This keeps the editor uncluttered while still giving you quick access to advanced controls when you need them.
Why This Matters
For stores that rely on customizations, personalization, or configuration details, this update ensures that important information never gets lost between the quote request and the final proposal.
Everything stays connected to the correct product—making it easier for you and clearer for your customers.