Attach multiple documents to deal sheets during approval workflow

Often prospects will ask to see different multiple levels of proposal. For example, Option A – $50k / Option B – $100k / Option C – $150k. Currently you can only upload one document at each stage of the workflow. We should be able to upload more than one document at all stages of the workflow. Even at later stages when there may only be one proposal remaining, there still might be a deck that was presented that should also be uploaded to capture the history of the sales and conversations that occurred. This is helpful for any new team members looking into a newly assigned account and the partnership marketing team when the account is handed over to them for activation.

  • Peter Wiggum
  • May 9 2019
  • Future consideration
  • Attach files