We’re excited to introduce two key updates designed to enhance your experience when managing proposals across multiple systems:

Duplicate Proposal Summary with Manual Changes

When duplicating an offer in a multi-system environment, the question group will be accurately copied with all playbook-updated questions. Now, the offer summary will also retain any manual changes from the original offer, ensuring that critical modifications carry over—saving you time and effort during duplication.

Seamless Offer Reordering Across Multiple Systems

Reordering multiple offers within a multi-system proposal is now more intuitive! With the new drag-and-drop feature, you can quickly rearrange offers, and the updated sequence will automatically sync across all related documents, giving you greater flexibility in structuring your proposals.

These enhancements create a smoother, more efficient workflow, giving you better control and flexibility when managing proposals across multiple systems!