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Proposal Workflow & Options

Give teams more control across proposals with organization-wide data permissions, more flexible option handling, cleaner customer request flows, and tidier transfer timelines.

Organization Data Access Controls New

The updated permissions system now lets you control data access across members of your organization with more flexibility.

Add-ons as Options Anywhere New

Add-ons can now be offered as options both inside and outside the timeline, giving you more control over how you present alternatives.

Cleaner Customer Option Requests Upgrade

The option request flow in customer proposals has been improved so request-button interactions feel clearer and easier to follow.

Merged Daily Transfer Cards Upgrade

If the same vehicle is booked twice in one proposal, daily transfers now collapse into a single card with travel schedule labels.