Streamlined Client Documents: Proposals and Invoices

  • Documents will open in a browser as a pdf file and can be shared as a url 
  • Send button has been brought to the main document window
  • Added the ability to send multiple documents at one time 
  • Review and Send Feature where Proposals and invoices will appear on the review and send window so you can send them all at once instead of one by one
  • Send Status – see who sent the document and when they sent it
  • Updating documents has been enhanced by an update button, tag column and right click menu for faster navigation
  • Simplified proposal creation with removal of accept or reject step
  • Proposal History – ability to see proposal changes through a history of revisions

Simplified payments

  • All customer emails now include payment links to pay Proposals and Invoices
  • Added an easy-to-use payment page with no client login required
  • Payment status emails will be sent to notify DM users when clients have made payment
  • Need TSYS account to process payments currently, but in 6-8 weeks we will have another release that will include an integration with Stripe to process payments


  • Fixed: Error message on Inventory Tear Sheet export
  • Fixed: Error message on Proposal Window when sorting and searching
  • Fixed: Error message when searching by PO on the Vendor Invoices Window
  • Fixed: Show tagged only option not working on layout of Client Invoices
  • Fixed: Project Summary version of Project/Order Status Report

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • ClientConnect portal, document viewing, and lead collecting
  • Document Reprint button replaced with PDF link on document number
  • Update proposal setting; now added as a right-click, “update” option on the proposal window
  • Letterhead printing on proposals