Feature Requests

We could create a sort of invoice for point of sale while out in the field or in the showroom. No need for a whole proposal. The Simple Layout is great but seems like a workaround rather than an actual invoice for just a service call or piece of equipment. Would love to be able to take payment right there from the invoice as well without having to send a separate payment request.

Push proposals into D-tools SI

Having the ability to control what catalog parts are visible to users. Ie, we are pretty stringent on our "core" offerings, I would love the ability to limit what my team can see so they don't grab wrong parts from the catalog that may not have the appropriate attachments.