any recommendations for some proposal software I can populate using Make from Knack data? It needs to have line item capability and be able to insert an image into the proposal (not as part of the template but specific to each proposal).
Thanks Craig, I hadn’t considered G Slides but I’ll take a look. I was looking for something the user could sign though so it may not be suitable.
Cheers
Hi Hugo,
Create your proposal in HTML and convert into pdf or any format as needed! This even allows any number of photos to add or not to add without giving any format issue.
You could build the proposal system within Knack. I looked at using 3rd party quoting systems but Knack was just cheaper and easier in the end.
I did this for automotive workshop equipment quotes, but could be quotes for anything really.
Each quote has a header area which allows photos and attachments, and up to 99 line items, each line item allows multiple photos and document/file attachments. Discounts etc can be at header or line item level or both.
The customer can access and view the quote using a url and PIN number sent via email without logging on - and they can accept the quote in the portal, providing name, email and signature. Or reject it, or ask questions which workflow back to the sales rep.