Feature Requests

There's a lot of volatility in pricing right now...it would be super useful to have a button to update sell price (and msrp/cost while we're at it) to the current price in the catalog without leaving the proposal. Even better would be the same functionality, but for an individual part, every part in an area, or every part in the whole proposal.

We would like to be able to display the cash price and credit card price in the financial summary on every proposal. This will allow for us to legally charge credit card fees should a client choose to pay this way.

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.

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

we want to custom that markup % by each product and can somehow update it all at the same in case our cost has some adjustments, please review my example here: I buy from Lutron and have their dealer price list, I mainly sell about 200 products of them. Our sell price will be various from 130%-150% MSRP depend on the item (import tax, shipping, ...) Let's say after 6 months, Lutron update their price list to go up 5% for all items, in that case, if we want to increase our price 5%, we have to go to each item and adjust our sell price manually, 200 of it, one by one.

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.

Be able to create and add floorplans with tools to markup with the quoted items and textboxes, arrows, etc.