Feature Requests

Recently noticed QB introduced this: "Generate referrals using the post-invoice survey". In the interest of continuity, it might be nice to have something like this to send from Portal.

Is it possible to get a sales tax report per month so it will be easier for us to calculate and file the state and county taxes?

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.

Create the ability to generate a customer sign off sheet once the project has been completed.

the option to discount custom items and labor. the same way catalogue items can be. fixed or percentage.

Have the ability to move the photo around before it gets cropped on the cover page. When selection a photo have some grid lines that shows you what will be on the cover page and wahts being cropped out.

Looking to have warehouse staff have pick list style access to Portal no pricing or ability to modify proposals would be needed with this user account.

It would be great to be able to add items in a quote to items that already exist... Have an option on each item that is just "Add Attachment", so you don't have to drag it up and place it after the fact if you forget to add an attachment to something the first go-round.

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.

Would be nice to download pick list as CSV file so we can upload to google sheets for inventory control