Feature Requests

An option to collapse or expand all attachments in a 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.

Allow searching parameters for proposals to allow including more than just proposal names. Allow selective including of items, descriptions, customer notes, and area descriptions and project descriptions.

I often use the copy proposal feature when doing new proposals. At this point, some of the proposals are a few years old and the parts within are outdated. It would be nice if we could quickly replace discontinued items with the latest version.

Be able to expand all collapsed areas with one click instead of having to click on each area.

Please allow us to create options within areas in a change order, the same way we can in a regular proposal. Please and thank you!

Can we make items optional so they are viewable on a quote but don't add up to the total of a quote, but add up to a separate optional cost total

I would like to create the proposal with multiple floors and even buildings. Then have areas within those areas.