Feature Requests

usually customers are either end customers ( pay tax ) or designers, Builders etc ( Tax Exempt ) having to click or unclick tax for every proposal open doors for mistakes.

Can we have a way to name cover images and also organize by folders or areas for grouping? Right now, I have to scroll through lots of images that are loaded by other users just to find my default cover images I like to use.

Hi, I was thinking it would be great to have the option to organize our proposals with custom files, so I can arrange them have them organized in different files

Hi - Was thinking it could be really cool to have a quick view of "total labor hours" that are on any specific proposal... is that something we/you can add to the future portal proposals?

In cases where a client accepts the original proposal and request a change a Change Order is created. The client accepts that Change Order and then later wants to change something on the accepted Change Order.

We don't want the client to have a record of the changes. Only active quotes 2h

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

Please add the Proposal Name to the Invoice Name after (or in place of) the Proposal #. I work on multiple projects with the same client(s) and it would streamline invoicing to automatically add this information.

Is there a way to have Portal recommend a part or fee based on an item selection? In this case, we are in California and when we sell a TV we have to add an E-waste fee . So, when a user adds a screen to a Proposal, is it possible to have Portal recommend the addition of the appropriate E-waste fee?

It would help out a lot if the proposal was automatically marked as completed once the final payment was received.