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Request Propsal Prompt

Request Propsal Prompt

The Enquiry view includes a Request Proposal shortcut button.

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Clicking this button will open a new proposal form with the customer and enquiry details pre-filled.

New Prompt showing Existing Proposals

This update adds a new prompt such that when a user clicks the Request Proposal button, the app checks if there are any existing proposals linked to the enquiry. If there are, the the prompt will show a summary of the linked proposals.

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From here, the user can navigate to the existing proposals or can continue to request a new proposal.

Note this prompt only appears if there are existing proposals linked to the enquiry. If not the button will open a new proposal form as usual.