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New Proposal Editor Feature List
New Proposal Editor Feature List
Here are all the features currently available in the New Proposal Editor. Also, take a sneak peek of what we are working on next!
Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago

This page contains our list of features that are currently available and not available on the New Proposal Editor.

Just because a feature is not yet available, doesn’t mean it won’t be in the future, so make sure to stay informed and check back with us!

Features currently available βœ…

Features currently in development πŸ”§

  • Bulk actions

What workflows have changed? πŸ”€

  • A small number of placeholders are no longer supported - see why here

  • Completing a proposal. This is done differently - see how here

  • Viewing proposals is now done from your Pipeline tab - see how here

  • Enabling and updating payment methods are now performed in the Services tab or in the Billing Schedule tab - see how here

Features under consideration & research πŸ”

  • Marking a proposal In-Review

  • Proposal tagging

  • Conversations and notes on proposals

  • In-app notifications

What are we working on right now? ⏳

We are currently working on the ability to perform bulk actions in app.

Please stay tuned for more details and check out our Product News page!

Is the New Proposal Editor right for me?

Before speaking with your Customer Success or Account Manager, please first carefully consider the above lists to determine whether the New Proposal Editor is right for you.

If you absolutely need certain features (proposal deposits, adjustments...etc) and they are crucial to your workflow, then we suggest that you can utilize both the Classic Proposal Editor in conjunction with the New Proposal Editor.

Please note that you can still continue to use the Classic Proposal Editor if you wish!

If you wish to switch to the Classic Proposal Editor, please reach out to our Support Team at or contact your dedicated Customer Success Manager or Account Manager for further assistance.

Our product team may reach out to you for research and development purposes. We are continually making improvements to our New Proposal Editor over time and appreciate your feedback and patience!

Please feel free to contact us with any questions by starting a conversation in the bottom-right hand corner widget on this page, or alternatively email us at!

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