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Vote
Presentation of proposals for a single entity, when we have enabled the multi entity feature.
Please can there be an option added to the proposal itself where you can turn on and off the multiple entities feature.It does not look great when you are sending a proposal to a single entity prospect & on the costings breakdown is the compan...
Created 13 Feb 12:25 by Guest
Go Proposal
1
Not In Our Plans Right Now
4
Vote
Import Xero Contacts to Contact Hub
The ability to import Xero contacts into the contact hub.
Created 09 Mar 13:29 by Danielle Fisher
Existing Feature
2
Not In Our Plans Right Now
1
Vote
Turn off proposal follow up reminders
we already have this covered and more in our own automations. We don’t all want another email reminder.
Created 27 Feb 16:21 by Guest
Existing Feature
0
Not In Our Plans Right Now
1
Vote
Opt out of certain new emails
I do not want the follow up reminder emails - but I do want th ewahoo emails. I'd like to select what emails I get.
Created 31 Jan 17:29 by Guest
Integrations
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Not In Our Plans Right Now
2
Vote
Do not have Engagement Letter sections begin on a new page
Each section of the engagement letter begins on a new page rather than after the preceding paragraph.
Created 13 Nov 18:00 by Guest
New Feature
1
Not In Our Plans Right Now
1
Vote
Change Monthly Heading to Weekly Heading for Sales
We sell on a Weekly Subscription Schedule for Bookkeeping and Taxes and explaining our Proposal program is flawed and that monthly means weekly has caused confusion and loss of prospects.
Created 03 Nov 13:57 by Guest
Configurations
0
Not In Our Plans Right Now
2
Vote
Folders within the Contact Hub
The ability to create your own folders in the contact hub to group organisations and individuals together.
Created 10 Mar 15:49 by Danielle Fisher
Existing Feature
0
Not In Our Plans Right Now
1
Vote
Rolling out the platform to other industries....
Is there anything in the pipeline to roll the platform out to other industries? I have a social media consultancy client who would benefit from being able to price consistently in the same way we do......
Created 22 Oct 14:43 by Guest
New Feature
1
Not In Our Plans Right Now
1
Vote
Edit Second Half of the Front page
Hi, Kindly allow us to upgrade the second half of the first page in which created by and for section is available. So that we can remove it as well.
Created 30 Sep 16:26 by Guest
New Feature
0
Not In Our Plans Right Now
1
Vote
separate Schedule of Service
"produce a summary schedule of service not the full gp quote for the client"
Created 11 Jul 08:25 by Jamila Osman
New Feature
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Not In Our Plans Right Now
1
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