WP CodeUs

Hey @quantum_leap,

This is not a feature offered by WP Proposals but it could be accomplished with some custom modifications.

Best,
Kevin W.

Hey @ruby314722,

Here is the solution to temporary add the correct punctuation to the send proposal email template.

1. Navigate to file send-proposal-metabox.php
2. Line 204 you will see the following: $wpp_client_name = $wpp_client_term_name[0];
3. Replace line 204 with the updated code:

  if (!empty($wpp_client_term_name[0])) {
            $wpp_client_name = " $wpp_client_term_name[0]";
   } else {
            $wpp_client_name = "";
   }

4. After completing that, on line 229 with the class of “email_title welcome”, update the text to the following between the paragraph brackets: Hello$wpp_client_name,

The if statement basically controls whether to put a space between hello and the client name.

As for the client name when we built the plugin we figured most users would set the client name to their liking, but we completely get where you’re coming from.

It wouldn’t be very difficult to add another text field to the send proposal metabox for a custom greeting name and auto-populate the clients’ name by default. This will at least give users the option to customize it if you would like on a per-proposal basis.

If you have any other suggestions, by all means, send them our way!

Best,
Kevin W.

• This reply was modified 6 years, 11 months ago by WP CodeUs.

Hey ehong33234,

Sorry for the late reply it looks like the email notification got buried in our backlog.

The free version of Ultimate Client Dash, unfortunately, is not optimized for a multisite setup but it will be included in the pro version which we plan to launch VERY soon.

As for menu items, there is a select list of menu items and capabilities that you can hide from clients but the pro version goes into those sections in more depth.

For example, we have it dynamically collecting all menu items and you can check which menu items you would like to hide from the client. The client capabilities are structured way but it is dynamically collecting all custom user role capabilities and allowing you to enable them for your client.

If you have any other questions just let us know!

Thanks,
Kevin W.

Hey @bravestar,

If you’re using Elementor or Visual Composer make sure to set the Post Attributes to Template ‘Default Template’. If you’re using Elementor and if you have the post template set to ‘Elementor Full’ or ‘Elementor Canvas’ you’re telling Elementor to use their page template and not the Proposal page template.

If you want the Elementor section of the proposal to be full width you would change that in the WP Proposal Settings > Design and enable ‘Content Editor Full Width’.

Best,
Kevin W.

Hey @bravestar,

For security reasons, the meta boxes input fields are designed to strip any code other than HTML hrefs. This is a pretty common practice and is not something we plan on changing in the future, unfortunately.

Best,

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.

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 contact@wpcodeus.com.

Best,
Kevin W.

Hey Coboxnyc,

Thank you so much for the kind words! We initially built a proposal plugin to use internally, but we saw that there was nothing on the market for other agencies like us. That’s when decided to make a more customizable version and release it to the public. You wouldn’t believe the difference with conversions of landing projects!

As for your redirect issue I think I know what the issue is but since I am not able to duplicate it on my end I may have to have you try something for me. If you don’t want to touch any code feel free to create a temp. admin account for your website and send over the login details to contact@wpcodeus.com and I will do some debugging.

Instructions:

1. Once logged in and at the dashboard go to Plugins>Plugin Editor.
2. Click the dropdown and select WP Proposals.
3. Navigate to include>plugin-functions.php.
4. On line 47 change the Rewrite rule from true to false. It should look like this once done: “rewrite” => array( “slug” => “proposal”, “with_front” => false ),
5. Save your changes and flush your premalinks and that should fix your issue.

Please let me know if that worked and I will also include that in the update I am working on this weekend.

Thanks,
Kevin