Feature Requests

Currently we can clone Areas and Items to other rooms in other proposals, but we can't clone them to a change order. That would be a nice feature!

I'd like the ability to move Area Options around or "Swap" the order of Options as they are presented to the customer.

We require our sales people to have their proposal viewed and approved by a sales manager before they can be sent. It would be great to have a place for that to be required before it can be sent to the client.

Dynamic % Function of Custom Items Allowing Parts in Group Option in the drop down that currently only hosts "parts in area or parts in proposal.", This would allow for dynamic mark ups on materials to be calculated automatically separately per part groups as some materials are not equal in what mark ups can be applied to them like a TV that basically has 10% margin max often.

Recently noticed QB introduced this: "Generate referrals using the post-invoice survey". In the interest of continuity, it might be nice to have something like this to send from Portal.

Is it possible to get a sales tax report per month so it will be easier for us to calculate and file the state and county taxes?

we offer 24/7 tech support, 1 basic for 39$ per month and 100$ for VIP. We want an ability to collect clients credit card info for subscription service as soon as they accept the contract with free 90days included and automatically charges their credit card after 90days. and if they no longer with to subscribe, they need to opt out.

IT WOULD BE NICE IF THERE WERE A BOX TO CHECK (MAYBE NEAR THE STATUS) TO SHOW IF A FOLLOW UP CALL WAS MADE.

Me able to easily merge multiple proposals into one.

Push portal contacts into Hubspot.