Feature Requests

Multiple Contacts per Company Having the ability to have different people per company profile as contacts.

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?).

I'd like the ability to adjust the price of an item by actually setting the profit percentage. Would be particularly helpful since we have the profit margin alerts.

The ability to read and write to Portal from an AI MCP Connector would be great, but even just the ability to fully read from an MCP would be fantastic. MCP (Model Context Protocol)

Would love to see an integration with Jobber to at least push accepted proposals to

Push proposals into D-tools SI

Salesforce contact integration and 2 way status updates.

Could we have the ability to edit the words Sales Tax and replace it with VAT @ 20% or any other VAT rate where applicable?