New Features & Enhancements

Proposal

Removed access to Legacy Proposals for all organizations.

• You will no longer have the ability to:

  • Create a new proposal with a legacy template

  • Change an existing proposal to use a legacy template

  • View or edit legacy templates, including custom templates

• All Legacy Proposals created prior to May 1, 2024 will expire by May 31, 2024.

  • If a Legacy Proposal has an expiration date prior to May 31, that date will remain the expiration date.

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?