Feature Requests

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

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.

Check lists for parts ordered, check lists for parts delivered, check lists for parts installed. Some way to track the job progress based on parts or wires installed. This would be huge for organization and planning.

Would love to see a section right after the client information giving us a text box we can fill in with an executive summary for the proposal

ex: dashboard view where we can see column versions of DRAFT-SUBMITTED-ACCEPTED-COMPLETED

When mapping a proposal to Quickbooks currently choosing the "new job" feature is not good. You can only use the drop down list to select the customer. You cannot type the name in. The drop down list is just a random order of customer names...not alphabetical. Also it does give you a new job for the customer in QB, but it is just the customer name. It would be better to be able to name the new job under the customer during the export from portal. Also the estimate ends up under the main customer listing in QB, not the new job.

I would like to see the ability to export a project list with the data captured in the proposal data CSV captured with multiple projects at once. More of a global view

Allow us to receive a single item, or a single vendor as parts are delivered. Currently we can only receive the entire purchase order or nothing at all. Suppliers ship at different times so partial receive is a must.

It would be great to have this feature, exactly like with estimates for proposals, except for invoices.

Add a Labor Discount option at the bottom similar to parts discount. Ability to give a discount description also (e.g., Friends & Family Discount).