Portal Feature Requests
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Feature Requests
1036
Developer API
4
Roadmap
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Planned
48
Improve Options - 'Decline Area' Instead of Using Up an Option
Feature Requests
64
Price Modifiers for Entire Proposal
Feature Requests
24
Update Proposal Downloads to Include Change Orders
Feature Requests
4
Integration with Salesforce
Feature Requests
105
Be able to create true packages
Feature Requests
99
Proposal Templates
Feature Requests
97
Improve Options - Reorder Options in an Area
Feature Requests
124
Simple Stats for Proposals
Feature Requests
19
Integration with Hubspot (Contacts)
Feature Requests
110
Orders - Partial Receive
Feature Requests
In Progress
10
Integration with Monday.com
Feature Requests
44
Board (Kanban) View for Proposals
Feature Requests
52
Proposal 'System' and 'Phase' views
Feature Requests
12
Integration with D-tools SI
Feature Requests
Complete
1
Larger Colored Options Button
Feature Requests
1
Archived/Completed proposals listed under customer in people tab
Feature Requests
3
'Approved Items' to Control Catalog Part Visibility
Feature Requests
30
Standard Line Item Invoices
Feature Requests
6
Service Call Billing
Feature Requests
1
"View Payment Options" is Confusing people
Feature Requests
7
Be able to email invoice directly from Portal instead of downloading
Feature Requests
10
Major Update to iOS App
Feature Requests
7
Receiving Payments - Ability to Edit Payment Value
Feature Requests
32
Integration with Zoho - Contacts/Accounts, Deals & Quotes
Feature Requests
40
Improve mobile web experience for proposals
Feature Requests
73
Integration with QuickBooks Online Contacts
Feature Requests
79
New 'Fee' item type on proposals to handle things like shipping, permits, travel etc. and show in financial summary
Feature Requests
23
Restrict access to proposals based on Salesperson
Feature Requests
80
Attach Invoice to Payment Request
Feature Requests
17
Create New Proposal from Client Page
Feature Requests
1
Calculate "supplier cost" based on "Sell Price"
Feature Requests
19
Quickbooks Online Consolidate Labor Items
Feature Requests
26
Improve Proposal Cover Image Functionality
Feature Requests
15
QuickBooks Online - More Control Over Item Search and Mapping
Feature Requests
77
Change Orders
Feature Requests
56
Create an 'Archived' proposal status
Feature Requests
2
Integration with Google Sheets
Feature Requests
6
Cloning of Custom items
Feature Requests
15
Quantity on recurring charges
Feature Requests
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