Feature Requests

Multiple Contacts per Company Having the ability to have different people per company profile as contacts.

Hi, I have had a desire to add a public Client budget calculator onto my website forever now. After seeing the AI tool on Portal that is exactly the kind of tool I have been looking for to do that! Is there any chance that you can make it so that can be used on a dealer's website???

sending a document of a proposal to Company cam would let us create checklist in CC easily.

Would be great to have the ability to remove the Accessories to the Accessories after adding to another part, or to be able to "include" from a pop up message. For example, if I have a TV with a mount accessory, and the mount has 1-hr of labor tied to it, it is not possible to remove the labor from the mount from within the Accessories area without going back to the parent item and removing it.

I have a situation where I need to move a Lighting Control Option to a new proposal to hand to an electrician. I was thinking, it would be cool if we could not only move an area to a new proposal but to copy from proposal to proposal, etc. I think I can just clone the proposal for now and then delete the sections from each one, but what if the proposal was accepted already?

The ability to bump up the price of all items (or just parts or labor) by a certain %. This is useful for a couple cases... -Marking up a proposal to absorb builder referral fees, and spreading it across all items evenly, rather than creating a single line item the client can see. -Adjusting the labor up or down based on difficulty of the job.

We would like to be able to create (as needed) new folders for custom parts and labor items.

Please allow us to create options within areas in a change order, the same way we can in a regular proposal. Please and thank you!

Be able to create a list of products that only certain users could see. For instance, part of my whole business is smart home security, we also install all things AV and surveillance, but lets say that I have field sales reps who I ONLY want them to have access to security items in our portal.io and not to any of the AV equipment.