How to send the proposal and…

  • Resolved sweetfoxatl

    (@sweetfoxatl)


    5 years, 11 months ago

    This seems pretty nifty but I’m not able to find instructions as to how to change the layout with an editor. I’m also seeing the following issues:

    – I have an website building editor but it doesn’t show on the Proposal page to change the layout.

    – How do you send the proposal to the client? How do you email it from the backend of the site? Sending a link only gets them to a log in. My new clients wouldn’t have a log in.

    – What’s the purpose of the client area? There’s no email section or important info you can add to the area.

    – Also, Proposal is spelled incorrectly in the Approval email.

    – If we’re beta testing then there should be directions, instructions, etc. I’ve been guessing your plugin’s functionality for hours to no avail. We’re having to go to an inferior plugin because of the not know what to expect with yours.

    Fix this and we’d gladly buy the pro version.

Viewing 2 replies - 1 through 2 (of 2 total)
  • Plugin Author WP Codeus

    (@wpcodeus)

    Hey Sweetfoxatl,

    We appreciate your feedback as this is one of our newest plugins and we’re currently looking for feedback just like yours and testing the market before we develop a pro-version. Below are some answers to your questions:

    1. If you have a website building editor, the editor section will simply allow you to create and style your own top section of the proposal. As of right now we have only tested Elementor and Visual Composer. If you’re using a different plugin please tell us which one and we can test in and make any updates in the next version. Also, as the tip on the editor pages says, make sure to go to the settings and set it to full width for best results.

    2. Right now the only way to send the proposal is by an email providing the URL to the proposal. The pro-version once developed however will have a styled template that you can send from the backend. What version of the plugin are you using? If you’re getting a login redirect make sure you update to version 1.2.

    3. The client area as of right now is designed to be able to filter through proposals. It will also be used to send the proposals from the backend in the pro-version.

    4. I would make sure to update to version 1.2 as I believe that was in the update as well.

    Hopefully that helped answer any of your questions and if you have any more feedback by all means please send it to us at [email protected].

    Best,
    Kevin W.

    Plugin Author WP Codeus

    (@wpcodeus)

    Hey Sweetfoxatl,

    We are marking this forum as resolved as your question has been answered in another forum and we are in the works of making a big updated based on your feedback.

    Thanks,
    Kevin W.

Viewing 2 replies - 1 through 2 (of 2 total)
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