Simple Estimate
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Feature Request
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Feature Request
Description
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.
0
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
·
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
·
under review
2
Add Estimate totals
Improve totalling and sub-totaling one estimate
1
·
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
·
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
Ability to add a logo to a Client
When sharing estimates, being able to include the client logo would add a level of personalization that could be nice.
0
2
Allow % line items to be for sections or overall.
It would be helpful to be able to tie resources to % line items so you can split the allocation into hours.
0
5
Comments
Ability to add internal comments to the simple estimate that will not show up on the share. Being able to share notes to the client is useful, but being able to internally discuss line items and reasoning is vital.
1
·
under review
4
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