Feature Ideas

It would increase efficiency by enabling users to draft messages at their convenience (such as over the weekend, on holidays & late at night or otherwise outside of business hours) -- check it off their to-do list & move on to other work. The system would automatically send the message at the appropriate time, without the user having to remember to do it. Google Workspace already allows this for email & it's available for text messages via cell phones, as well.

As a user who uses previous proposals as a starting point for new quotes, I want the payment schedule to carry over when I duplicate or use a proposal as a template, so that I don't have to re-enter payment terms I've already set up.

As a user who regularly creates quotes with split payment terms, I want to set a default payment schedule percentage (e.g. 25% / 75%) for proposals. So that I don't have to manually update the split and wording every time I create a new quote.

To achieve consistency on colors, add icons, change font...

Let clients fill out / edit information on their profile (name, avatar, notification settings...)

Currently, you have it so I can only attach 1 company to each contact. While this works great if I have 1 company with multiple partners, this doesn't help me if I have multiple companies with the same partners.

Give the ability for dark mode, for both us and for each of our Client Portals.

To be able to have the cover fill up top portion cleanly

It would be nice if it opens the form to be viewed on the clients portal or even opens the form section of the back end

Eliminate clutter

Using the forms to populate the information right into the project to easily find. (ie. Location of project and notes from the form) i seem to be only able to view it if i go into the clients folder. (For this case there is no workspace or portal, just the project pipeline)

Connect multiple accounts Bulk emails Bulk deletion

It would be great if we can view our workspaces by alphabetical order and not just by creation order. I know we can set it in alphabetical order, but once we click out of it, it defaults to date creation.