Project Proposal / Fee Proposal

It would be amazing for Design Files to have a Project Proposal (a.k.a Fee Proposal) feature that would allow for an aesthetically pleasing, branded proposal template (including graphics and imagery) that could be drafted and sent to prospective clients for approval to sign onto the project! And, ideally (once approved) the client would be sent directly to the linked Contract for signing and a linked Invoice for deposit payment. This trio of documents are needed to begin any project, so to have this as a seamless process would be ideal! This proposal would include the project description, scope of work, design process, design fee, timeline, etc. We currently use Dubsado for this feature and process, but would love to be able to have this feature in Design Files!

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

10 months ago

Author

Valerie Betz

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