When creating a Proposal Group/Template in the organization settings, when you select from sections, there is no way to filter (or see) tags or collections. Often, our clients have section templates with the same name, but the content varies. Sure we have a preview button, but the content may not quickly display which template is which. I would love to be able to use the advanced search to filter to the templates I need for that proposal group/template and readily see this metadata.
Created date : 2022-07-21
Votes : 6
Comments for the idea :
product-response-mgmt product-response-mgmt Nov 21, 2022
Thank you for the idea, Mattie.
Let me check the priority and feasibility of this request.
