Feature Requests

An option to collapse or expand all attachments in a proposal.

Management area for vendors. Like contacts, notes, section about terms etc. Also if it could list what we usually order from them that would be great.

With the ability to edit what a catagory like tv comes with globally we need the same way to edit in reverse. There should a way to adjust by catagory rather than having to go back and adjust each product one by one and hope the global does not repopulate into the product.

Ability to pull over change orders into iPoint.

I want to select specific items that sales team can quote.

I would love to be able to “long press” on a 360. Notification and that message increase in size and reveal the message text (or part of it) Right now i get a lot and I have to open the app to see if it’s something I need to deal with now or later ..

Add a check box to allow dealers to add a part to a proposal and mark it as client furnished so that the $0 sell price does not effect the profit on the proposal

We're going to update all the PDF downloads on a proposal to give you the option to include any approved change orders. This way the download is current to anything that has changed. PDF - Client Version PDF - Installer Version PDF - Invoice Version PDF - Pick List .CSV - Proposal Data File

Would be great to have an option as a verbal acceptance.

Have it show the discount off MSRP like it does on catalog items. Example is that we offer a promo for a free 4 Camera Prewire and want to show the regular price and highlight the discount.