Feature Requests

Please add as a feature the abilty to cross over from portal to QuickBooks change order created on Portal IO to QuickBooks

Change language of proposal to spanish.

I'd like to have various areas with linked options, so that when you change option 1, the others update as well. To be able to TRULY offer various multi tiered options in Proposals

See the attached images. Editing the client details is difficult and the editable window should be larger to work with

Option to export all proposals from Portal that includes pending, won, and expired with payments received as a spreadsheet for efficient review, follow-up, and accounting reconciliation.

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!

Would be great to be able to sort a proposal by system or phase in addition to area. That way we could easily order parts by phase or clients could view a proposal by system (how much is the audio costing me?).

It would be nice to see change orders in the area and items view without having to open them separately.

I have a change order for a customer where we put together a generator package and it just so happened to be very accurately the same package another customer of ours wanted so I went to clone the change order and make the new customer the same scoped prosed to them instead as a Bid because of the costs and parts were the same but its not a feature yet so instead I have 2 windows open and am manually copying over instead.