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Feature Requests
Description
Category
Invoices
Contracts
Tasks
Proposals
Forms
Time Tracker
Files (formerly Drive)
Projects
People, Contacts
Profiles
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Other
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Remove Indy Branding
Client Portal
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posts in
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Invoices (104)
Contracts (35)
Tasks (39)
Proposals (33)
Forms (40)
Time Tracker (33)
Files (formerly Drive) (26)
Projects (39)
People, Contacts (25)
Profiles (8)
Chats, Comments, Messaging (17)
Other (34)
Account Management (17)
People (8)
Calendar (18)
Remove Indy Branding (2)
Client Portal (17)
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.
11
·
complete
88
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.
8
·
complete
83
Ability to import proposal into contract
I would love the ability to import my proposal into a contract so that the Exhibit A can just be my proposal rather than having to copy paste an reformat everything - huge time waste
6
·
complete
13
Automatically generate a contract from a proposal
There should be more options to create anything automatically from a proposal, especially contracts
3
·
complete
24
More proposal templates
I want to have access to templates that were specific for writing and editing.
3
·
complete
9
Ability to hyperlink text in proposals
I would like to be able to add links within the text fields of the proposal, so I can share specific websites with clients.
2
·
complete
3
Inputting a flat rate
I'd like to be able to have an estimate with a flat rate option, where I don't need to select hours. Seems like that option is missing because sometimes I don't want to do it in hours. So I think that would be really helpful.
2
·
complete
3
Ability to rearrange proposal fee summary line items
In the Fee Summary area of the template, it would be very helpful to be able to move lines items above/below their current position after they've been entered.
2
·
complete
1
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