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Feature Request
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Only active editable field shown
Roll back the design to show only the field you are actively editing. Having everything editable creates too much visual noise to focus. It also makes it harder to scan and compare numbers in one view.
1
1
Resending an invite to a new user
It would be great to have a "resend invite" option for users. It looks like I have one user who was invited, but hasn't accepted it yet. Having a "resend invite" option under the menu with delete and edit would be a nice addition.
1
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under review
1
Add ability to include attachments within estimates
There are times where attaching a screenshot or a PDF to an estimate would be helpful.
1
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under review
1
Version management for estimates
The ability to view previous versions of estimates, compare the changes with the current version (and see who made them) and, if necessary, restore them.
1
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under review
1
Additional Section Design Options
It's be nice to be able to add a custom color to a section using a color picker with hex code support. It'd be cool if I could provide two colors (first and last) to build a gradient. Each section getting a different solid color applied within the two color ranges.
2
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under review
3
Enable 3 point estimates for fixed line items
The current fixed price line item is only a single point estimate.
0
1
Collapsible side bars
It would be super helpful to be able to collapse the sidebars. Sometimes, when using a split screen, the estimate page gets a bit wonky so being able to reduce these for a larger screen on the estimate itself would be great. Thank you!
1
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under review
2
Add Estimate totals
Improve totalling and sub-totaling one estimate
1
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under review
3
Add tags and filtering to Estimates
It'd be very useful to be able to tag estimates with custom tags and then the ability to view all estimates that match the selected tag(s).
1
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planned
3
Ability to track won or lost deals
On the estimate summary page, it would be super helpful to be able to toggle whether an estimate was won, lost, or pending
1
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planned
4
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