New Features & Enhancements

Proposal

• You’ll see a new look to the Proposal phase’s proposal template selector starting on February 14. Instead of seeing a thumbnail of a proposal cover page and a “Change Template” link, you’ll now see your default template listed in text only and an “Edit” link.

  • Clicking the “Edit” link opens a pop-up box to edit the proposal name and select the template you want to use for that project.

  • This is just a cosmetic change to the proposal selection process that should eliminate the separate step to change the default name for the proposal.

See our release schedule to learn more about release timing and upcoming release dates.  

For questions about these improvements or anything else please reach out to our support team on chat or via support@goeverbright.com or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I book live training?