Q: I understand with 1 code you are limited to making 40 proposals per month.
My question is how many can I have in total? In other words:
(1) How much storage is there?
(2) If I use this to the max limit for 20 months, will I have 800 proposals in my list of files?
(3) If there are these 800 proposals, and I have set them to not expire for a very long time, can I come back and edit them, or can only "40 be active"?
(4) Is there a folder system for these proposals? I've been really digging the app, and made a few trial proposals yesterday, but it seems that the organizational issues are going to quickly spiral into choas if there are no folders... I am just missing this, or is this on the roadmap?
One other question, is there any way to make these secure? It seems like anyone with the link can access. Is there a way to lock down proposals so this isn't the case (in which case one would simply send the pdf to the client instead of the link?)
Thanks... liking it so far... I am hoping your company succeeds and you have the customer base to build even more on what you have!
andresfgm
May 15, 2024A: Hey,
As regards active proposals, I think I can summarize it in just two sentences:
With one code you can create 40 proposals per month, but you can have as many active proposals as your business need. So, yes, you can have 800 proposals in your list.
At this moment, there is no storage limit, but remember you only can add videos from external sites (including your own website) and images are limited to 3mb which is enough both for screen and printers.
As regards folder system, it's in our plans to add some organizational stuff. However, our search engine got a lot of work and you can use filters to find the proposal you need, as you can filter per active or archived, status and even date. Also, search field performs searches all over the proposals, so you can add your client's name and you'll be getting the expected results.
Finally, regarding security, we plan to add some password option. If you want to send over the PDF, you can download and send it to your customers, but you'll be losing the acceptance option :-)
I hope this helps