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Proposals (492)
Catalog (82)
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General (67)
3rd Party Integrations (89)
Developer API BETA (1)
Add Negotiated Sell Price
Adds one or more sell price fields to capture a negotiated price with a specific builder without having to make additional custom items. Maps to a person (better: a company) so the negotiated price will automatically be used when that person is the client on the proposal.
0
1
Supercede Item
For discontinued, non- approved, or last years' model. Disables "add to proposal" and allows a button to add/view a superseding replacement item.
0
1
Filter custom items
Filter by Phase, System to be able to get to what you're looking for faster.
0
1
Be able to create true packages
Showing just the parent item and the total for the package but not showing all of the nested items that go with it. The customer doesn't want to see all of the pieces that go into a single gang data and coax wall plate. I could just create a custom item with one price and a better picture of a completed wall plate but then it wouldn't order the parts needed or create the pick list.
28
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planned
106
Create Folders For Custom Labor and Custom Parts
We would like to be able to create (as needed) new folders for custom parts and labor items.
0
3
Granular permissions for catalog
I want to strategically decide when a $100 power cord gets attached to a particular device. I don't want that automatic. I DO want my sales team to be able to create custom items. But, I do NOT want my sales team to be able to set auto-attach without permission.
0
1
packages tab
would like to have a tab along with custom parts, labor and fees for packages. We typically have packages for wiring skus. IE New build WAP - would include 150ft of wire and a labor sku.
0
1
Allow custom model numbers for catalog items
For brands like Sonos where the catalog model number is the manufacturer's sku instead of the mainstream model name, allow custom alias model numbers for client facing info on proposals.
0
1
Include Custom Parts in Catalog Search
Would be nice if the catalog search field included items listed Custom Parts, Labor and Fees instead of having to click into Custom Parts, then move to the global search. Would also be nice to be able to add custom parts to favorites
0
1
Vendor Management
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.
0
1
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