Ability to save Proposals as templates
I'd like to be able to save proposals as templates so that I have a format to start with for each new client.
Link to accounting page
Linking monetary assets to an accounting section or other website would be helpful to keep everything in one place instead of having to transfer it all over.
I would like to be able to add in my business expenses and be able to see transactions including money going in and money going out. Similar to what Fiverr Workspace have.
More responsive scheduling on recurring tasks
I'd like to be able to schedule tasks for certain weekdays of the month. The third of Monday of each month, for example, rather than each month on the 17th
I currently use Todoist for all my tasks - would love to be able to integrate them into Indy.
Subscription packages in proposals
I'd like to be able to build different packages in a proposals that my client can select and then have an invoice generated from their selection.