Feature Requests

To make payment schedules, payment requests, and payment receipts more efficient, it would be nice if, once a change order is accepted, the change order's payment schedule auto-populates the top-level payment schedule & payment requests. This way, all payment schedules, requests, and receipts (main proposal and changes) are in the same top-level area and are simple to manage, without having to go into each individual change order and the main proposal. Currently, the top-level payment schedule populates with change order payment schedules only after the change order payment is requested and/or received. It seems change order payment schedules should populate the top-level payment schedule once the change order is accepted.

Allow an AI prompt to insert details, payments, etc. into a proposal.

Having the ability to create a report specifically for the Sales Tax Liability for individual months and custom time frames. The ability to pull a report and input information into the state website without having to utilize another software would be very helpful

Allow clients to decline an area without having to use up one of the options as blank

I would like to be able to show a discount for one area.

We need to be able to add areas within an area for better organization. 1st floor- Living, dining,kithcen,powder room. 2nd floor- Master suite-- bed, bath, laundry, guest suite --bath, bed. This is critical for clients to be able to pick parts of projects to do in order.

I would like to create the proposal with multiple floors and even buildings. Then have areas within those areas.

I'm not sure if this exists, but I sure would like the ability to break down an area into sub areas.

Allow marking specific areas or items in a quote as requiring a signature or initial for special conditions (e.g., non-returnable items, special orders, disclosures, or policy exclusions). This ensures customers acknowledge key details, reducing liability. The workflow would prompt signatures on marked items before final acceptance and payment.

Have a box/cell for the client to initial each section/system.