Feature Requests

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.

I would like to see an auto reminder feature so we can select how often and when to send a reminder to the client to approve the proposal. Essentially an automatic resend of the quote and for how long to send it, ie: send weekly for 8 weeks.

Would be awesome to have an app built for Android

On proposal list screen, for example, next to the sort menu where you pick the sort order, display the current sort order.

Report for all expired proposals so we can follow up.

When the subscription billing fails, this email is sent to all users on the account and it has been requested that it is only sent to the admin.

I would like to be able to run sales reports and be able to sort the data. This would allow me to see most profitable jobs, best customer, best sales month, best salesperson, and also the alternative, least profitable job, customer, etc.

It would be very helpful to have a send later option on the email feature.

A dashboard page allowing us to track/manage the progress of a clients project from proposal creation through its completion would really allow us to stay on top of the customer experience and assist in more efficient office processes.

Dashboard to look at different sales metrics like: Profit Each Month Profit Each Year Labor Profit Parts Profit Labor Gross Parts Gross More advanced metrics; the ability to see sales data on specific "Areas" sold. For example, I always organize "Areas" by type of product/service. So it would be fantastic if I could see sales data for "Cameras" "Areas" or "Lighting" "Areas" across all of my proposals by month and year.