Feature Requests

I'd like to request API access for my Portal.io account ( info@simplysmart.life — Simply Smart LLC). I'm setting up an integration to automatically save signed proposal PDFs to Google Drive and our customer portal when a proposal hits Completed status. Could you send me: Sandbox API credentials (App Key, Secret Key, User Key) Instructions for setting up webhook subscriptions for proposal status changes The path to production access once the sandbox integration is reviewed Thanks! Chad

Allow clients to decline an area without having to use up one of the options as blank

the need is for adjusting margins per client/in each quote to get it where we want it without having to go back into each line item and adjust it there.

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 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?).

Showing just the parent item and the total for the package but not showing all of the nested items that go with it. The customer doesn't want to see all of the pieces that go into a single gang data and coax wall plate. I could just create a custom item with one price and a better picture of a completed wall plate but then it wouldn't order the parts needed or create the pick list.

I'd like the ability to move Area Options around or "Swap" the order of Options as they are presented to the customer.

Mark catalog item as RENTAL I work in live sound and would like to be able to mark catalog items i.e. Microphones, Stage Lights, Mixing Boards etc. as a rental with a different rate than what a straight sale would be.

IMO 3 options is not enough, Especially when comparing speakers. Just one more option would be key. It should be changed from 3 options to at least 4.