Client Management

i.e filter proposals based on "Websites", "SEO", "Digital Marketing"

Ability to pull in any publicly available data relating to the prospect (eg. what ads they are running, how much they are spending, web traffic info) to have information available prior to a pitch meeting

Customer would benefit from a signature option in the Proposals section

Currently, proposals can only be viewed via Admin or Staff view User would like the client to see the proposals when they log in to their portal, similar to how there is a proposal tab in the admin/staff view

Ability to connect integrations without making the prospect a Client

Pre-loaded based on saved services and pricing.

Would like the ability to provide forecasting for metrics for clients the agency isn't working with yet. To answer questions like: what kind of results can agency get for you? why should client work with agency? is it feasible to increase conversion/revenue/etc by x%?

User would like the option to have a template usable in Proposals that includes information such as Name, Company name, ect.

Feature request for the ability to resize/customize font size in Proposals in the pricing table