Getting-started checklist and faster catalog updates
newimproved
New team members receive a role-aware dashboard checklist for business setup, exploring the proposal builder, creating a first proposal, and sending it to a client. The checklist can be minimized or dismissed, reopened from the sidebar, and includes a short proposal-editor tour.
You can create a new service or product directly while adding proposal items, and push edited catalog-backed items back to the reusable catalog. Sending an empty proposal is blocked until at least one item is added.