Feature Requests

I'd like to request API access for my Portal.io account ( info@simplysmart.life — Simply Smart LLC). I'm setting up an integration to automatically save signed proposal PDFs to Google Drive and our customer portal when a proposal hits Completed status. Could you send me: Sandbox API credentials (App Key, Secret Key, User Key) Instructions for setting up webhook subscriptions for proposal status changes The path to production access once the sandbox integration is reviewed Thanks! Chad

It would be nice if you could print any version of the quote without having to download it first. There is no reason I need to have a copy of the warehouse pick list saved to my PC for every job I print. Also the tech version if I need to print that I have to download it then print. It just seems like an unnecessary step for printing the other versions.