Feature Requests

Multiple things 1. Be able to push Portal Invoices to Zoho Books. 2. Push Partial Proposals (rooms or items) to Zoho Books and track it. This would allow us to Bill for specific items. This is common in my workflow for Small and VERY Large jobs. 3. Be able to use Zoho Payments.

https://companycam.com/ Take a look at Company cam, might be a great integration.

Would like to be able to push proposals into housecalpro, we need some type of integration into our CRM software

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

Intergrate with Xero

Give the customer a way to finance the purchase.

An integration that would trigger a review process for my customers once a project is marked complete in Portal. So I mark a proposal Completed and an email is triggered to send my customer to review the services they received

Allow us to push proposal tasks into Monday for project management.

I want to be able to push new client info from my crm/scheduling software into portal so I don't have to keep doing double entry

Push proposals into D-tools SI