Team, currently the catalogs work only with the Proactive Proposals/Proposal Builder, since the choice of catalogs is available only in the Proactive Proposal workflow.
If we try to add a catalog merge tag, the same is never shown or suggested like the regular merge tags within a Section Description or Q&A pair under a regular project. While there are multiple usecases of using Catalogs outside of the Proactive Proposal workflow, one suggestion is to bring the ability to add the catalogs similar to how we can add the merge tags to a section.
Created date : 2022-10-20
Votes : 6
Comments for the idea :
product-response-mgmt product-response-mgmt Nov 28, 2022
Thank you for the idea, George.
Sounds interesting. Could you please share a real use case?