Reorder any proposal section
You now have full position control over every eligible section in a proposal — arrange them in whatever order tells the best story for the job.
· Product
A fresh batch of improvements just went live across proposals, automation, reporting, and more — a lot of it straight from your feedback. Here's everything that shipped.
You now have full position control over every eligible section in a proposal — arrange them in whatever order tells the best story for the job.
The moment a customer signs, DripJobs saves an exact PDF snapshot of what they agreed to. Your records now reflect precisely what was signed — nothing shifts after the fact.
Rejection reasons now include an expanded dropdown plus an "Other" option with a feedback field — so you finally capture the real why behind every lost proposal.
A new Zapier trigger fires your complete job costing payload out to any connected app — pipe your numbers into spreadsheets, dashboards, or accounting tools automatically.
A new Zapier action moves a deal to the stage you choose — automate your pipeline instead of dragging cards by hand.
A new Zapier action pulls the most recent deal tied to a contact, so your automations always act on the latest job — not an old one.
Drip & reminder opt-out status now appears across the Contact Record, Command Center, Deal Card, and Job Card, so you always know who's opted out before you hit send.
Sales by Source reflects a contact's current lead source instead of an old invoice snapshot — so your attribution numbers finally match reality.
We redesigned the Call With Quo modal and cleaned up how it behaves — faster, clearer, and easier to use in the middle of a call.
Admins can now remove multiple users at once, with partial-success handling that completes the ones it can and clearly reports any it can't.
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