Feature Requests

Allow us to see some basic stats on our proposals based on the applied filters on the proposal summary page. For example... Profit % on all accepted proposals last month.

The ability to bump up the price of all items (or just parts or labor) by a certain %. This is useful for a couple cases... -Marking up a proposal to absorb builder referral fees, and spreading it across all items evenly, rather than creating a single line item the client can see. -Adjusting the labor up or down based on difficulty of the job.

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