Feature Requests

Push portal contacts into Hubspot.

Push proposals into D-tools SI

Allow us to push proposal tasks into Monday for project management.

Their support is much better and their simple design has everything you need and nothing you don't. Much better than Quickbooks.

Please add integration with Sortly inventory software where we can receive parts from our orders automatically through scanning them into inventory.

Have the manufacturer & part number display on the "estimate" and purchase orders when exported to QB Desk Top. Just the way it appears in Portal.

Give the customer a way to finance the purchase.

Integration with / ability to export an accepted proposal to Invoice Ninja.

Intergrate with Xero

Automatic Push Estimate to Quickbooks when a proposal is set to Completed.