Feature Requests

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

The ability to bump up the price of all items (or just parts or labor) by a certain %. This is useful for a couple cases... -Marking up a proposal to absorb builder referral fees, and spreading it across all items evenly, rather than creating a single line item the client can see. -Adjusting the labor up or down based on difficulty of the job.

Allow us to see some basic stats on our proposals based on the applied filters on the proposal summary page. For example... Profit % on all accepted proposals last month.

ex: dashboard view where we can see column versions of DRAFT-SUBMITTED-ACCEPTED-COMPLETED