Feature Requests

Add Dealers / Vendors category under the People section under More.

Having the ability to have different people per company profile as contacts.

When you guys add a CRM/call logging option per client with follow up dates, let me know i'll pay double lol

Should be able to create a new contact from a new proposal page.

It would be great if you had the ability to manage marketing emails.

Ability to export our full list of Portal contacts into a spreadsheet so we can then import into other tools.

Add ability to remove terminated employees from sales person from filter in Proposals tab, even if there are completed or archived proposals attached to them. We don't need 10 previous employees clogging up the filter options.

Portal is a one-way sync with other apps, which is fine, but please include client email address and street address in what is sent to Zapier. We do our accounting and invoicing in a 3rd party software and don't want to enter in emails twice.

Add more CC email entries saved per contact / client information added in People tab such as if a company wanted me to be sending / cc all Portal.io emails and requests to 3 or more emails at a time at the moment I would have to locate all of the other emails externally and add them during the Portal.io request making sessions.

It would be convenient to implement a system where customers can submit requests through a link. This way, all the information provided by the customer can be entered and saved in a customer portal as desired.