Clientcee CRMC
Clientcee CRM

v1.3.27 (Jan 14, 2026) Proposal actions, clearer statuses and better client details

Pritam Das
Pritam DasFounder

Managing proposals from your Proposals list just got a lot easier.

Everything in one menu:

- Each proposal now has an Action menu with View, Download, Edit, Send, Mark as Sent, Create Invoice, Duplicate and Delete

- Duplicate an existing proposal to reuse it for a similar client in seconds

Clearer statuses:

- New proposals now show a yellow "Waiting" badge until the client responds

- Proposals you haven't sent yet are clearly marked, so nothing gets forgotten

Accurate client details:

- The "Billed To" section now correctly shows your client's email and phone number

- If you've set a default business address, it appears on your proposals along with your tax ID

A cleaner list:

- The proposals page now uses the full width of your screen

- The "Deals" column is now called "Pipeline" to match the rest of ClientCee

- Fixed action menus getting cut off at the edge of the table

shipped

Pritam Das
Published by Pritam Das