Pipeline View Added to Proposals
Quotivo now includes a visual pipeline view to help contractors track Draft, Sent, Follow Up, Won and Lost proposals in one place.
Quotivo now includes a visual pipeline view to help contractors track Draft, Sent, Follow Up, Won and Lost proposals in one place.
The 7-day trial and Founder Membership payment flow are now live.
Proposal PDFs now export more reliably with cleaner customer-facing formatting.
Contractors can now show their company logo and business details on proposal PDFs.
Deposits now calculate automatically at 25% by default, with flexible payment schedule options.
Creating a proposal from a client profile now automatically pulls through the client's details.
Proposals can now be tracked through Draft, Sent, Won and Lost statuses.
Several mobile layout improvements have been made to make proposal creation easier on-site.
The demo experience has been improved so contractors can explore Quotivo before starting a trial.
Planned improvements based on user feedback.
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