We have another segment in our Táve 3.0 preview series here on the blog. Today we are sharing the Proposal Editor.
This is a new addition which works a bit differently from 2.9’s method of inviting the client to their Client Access Portal. It is very powerful and adds many new features such as emailing recipients, multiple payment schedules, change requests, proposal introductions, and more. Additionally, the proposal keeps the related quotes, payments, and information all contained together in one place, which is helpful for those of you who have returning clients.
My favorite new feature with proposals is allowing you to email the proposal directly from inside Táve. You can now email as many recipients as you need (for example, bride, groom, mother of the bride, etc) and track their individual access to the proposal.
Táve 3.0 Proposal Overview
Additionally, we’ve taken your input regarding payment schedules and have made it so that you can create custom payment plans to display to the client right inside the proposal, even giving them the choice between multiple plans. This is great for a client who is trying to put together a budget and needs a little bit of help. Like everything else in Táve 3.0, the payment schedule preview updates live as you add or modify the schedule rules, which can be edited directly inside the payment schedule editor without ever leaving the page.
Payment Schedule Editor
Like Quotes, Proposals can be saved as a templates so you can quickly create a fully configured proposal, with quotes, contracts, and payment schedules all ready to go.