Law Firm/Vendor 'Revise Proposal' wizard update:
The ‘Revise Price' and ‘Revise Proposal’ dialogs have now been combined into a single three-step wizard. These options are now accessible via a single unified ‘Revise Proposal' button that is available on the proposal detailed view page at the top menu and in the comparison view page.
New Revise Proposal wizard
Revise Total Price
On selecting the Revise Total Price option, the user can enter a new price in the 'Second Step: Actions Options':
On clicking next, the user is prompted to confirm the action:
On confirmation, the proposal total price is updated to the new value.
On selecting the Revise Proposal option, the user is prompted to confirm the action:
On confirmation, a draft revision of the proposal is created and the user will be taken to the edit proposal page.
Revise Proposal wizard options for RFI Proposals
When the total price option is turned off or the proposal has
Not Applicable as the pricing model, the revise price option is disabled and the below message is shown:
New 'Mail to' feature:
Client users can now click on a 'Mail to' icon after inputting email addresses into the Bcc field on their Request to launch a draft email in their preferred email client in order to quickly send an individualized email:
Clicking the icon will create a draft email with all firm users pre-filled as Bcc recipients (Gmail draft example below) but this works for any email client: