In a Client Portal that shares proposals, the Proposals tab could open a page that was not found. It now opens the client's proposals. A client who signs in with a Magpie account also sees, on their Dashboard, how many proposals in each portal wait for their signature, alongside steps, invoices and documents, so the count matches the portal's For you to do.
Client Portal: the Proposals tab opens, and Dashboard counts proposals to sign
A client's Proposals tab in their portal opens its list, and the Dashboard row for a portal counts the proposals waiting for their signature.
So funktioniert es: Meetings, Projekte und Signaturanfragen in einem Kundenportal teilen