Feature to round to nearest cent?
Hi! Overall love proposals but cant stand seeing cents and a client told me it was weird we didn’t just round to whole dollar. Can this be implemented? Thanks!
MORE Invoice features!
Would LOVE MORE invoice features! specifically being able to have DRIPS and REMINDERS for invoices especially past due ones!. We have to manually keep track and manually send request/invoice every time. Super inconvenient. DJ follow ups on proposals but not invoicing :( One of the most important parts of a business is making sure we’re getting paid to keep cashflow and our employees afloat! As well as option to email BLAST for past due invoices please!
AR Reports
It would be very beneficial to our team if there was an AR report we could easily generate with the current balances of all SENT invoices, including partial payment requests and full invoices, while excluding the upcoming invoices that have not been invoiced yet.
Downloaded proposals showing information not in client view
When showing the line item pricing in proposals- when you look at the customer view before sending it shows just the the line item pricing which is fine. Once you hit download proposal on that same proposal it shows all the information used to create the proposal such as sqft pricing- hourly rates ect. I think the customer view and downloaded version should show the same information. If there is a way to fix this please let me know. I also know you can hide the line item pricing and just show quantity but that really just confuses too many clients.
Proposal Template Attachements
Request to be add attachments to a proposal template so you don’t have to add attachments to each customers proposal. That way they load with that type of proposal every time automatically. Then we can have proposal each type of product service and the warranty documents and maintenance instructions go with that type of proposal when created.
Invoice summary
Can we get the invoices to be a summary of the work? Just a label maybe and the amount. 3 page invoices are a little much, especially for those who request a printed invoice. Which is more often than not.
Company Cam/Photos
Not have new photos that were taken on company cam after proposal was sent showing up on customer’s proposal.
Remove photos from integration
When using an integration like company cam, all the photos pop for that job. Alot of times the Customer will remove sections from their proposal, or want separate proposals for different areas. It'd be nice if we can remove a photo from the Proposal from the integration so only the photos that are related to that particular proposal are seen by the customer.
Sync w/ Quickbooks Accounts Receivable
At the moment incomplete jobs are seen in quickbooks under accounts receivable which stops the ability to accurately predict cashflow.
Ability to add/create proposals, appointments, etc from the contact details.
In the Contacts UI, it shows everything related to the contact. But you can schedule or create anything from there. You have to exit and do it thru another UI or channel. Would make it less time consuming and more intuitive.
Ability to change Terms & Conditions depending on customer
I'm starting to work with contractors more and have a separate contract for them vs the homeowner. Would like to be able to have more than 1 contract option to swap depending on client.
Ability to turn line item prices on or off, per proposal.
Currently you can hide line item prices via company settings, but it applies to all proposals new or old. What I would love, is the ability to hide line item prices per proposal. Some proposals I like to show the line item price, where as others I don't. Better yet, if each line item could have its own ability to hide its line item price, that would be great too.
Ability for archived proposal to not be seen
Automatically or even manually, have the proposal become invisible to the client after the expiration date set by the user. This creates urgency in the client. The last software we used (17hats), I used to have our final email (drip) ask if there was anything else the prospect needed before we close out the quote request after 30 days (or whatever time is preferred). After another day of no response, the proposal was archived automatically with the following message (pic). Many times, prospects would email me back with a "life gets in the way" story and requested we give them more time to accept the quote.
Ability to Send Proposal with ONLY Optional Items
Would like to have a Good, Better, Best set up on Proposals and send that out instead of requiring a permanent line item.
Ability to Schedule Recurring Invoices
As a user offering a monthly service and/or looking to set a payment schedule, I would like the ability to schedule automated invoice requests.
Ability for the customer to decline the Proposal
A button to reject the Proposal and a reason offered for the rejection.
Ability to Schedule a Proposal to be Sent
Instead of having to manually send the Proposal, I would like to be able to schedule it to send. (i.e. I get to work at 5am, get a Proposal together, but do not want to send it that early)
Ability to Assign Photos to Specific Line Items/Substrates
As a user uploading individual photos via Add Attachment or CompanyCam, I would like the ability to assign to specific Line Items/ Substrates.
Ability to Export Job Data
As a user looking to export my job data, I would like the ability to export as CSV or Excel File.