Ability to tag tasks or sections
I want to be able to add tags across tasks or sections and then have a report that shows hours or dollars grouped by tag.
We would like to add a hubspot integration to be able to create quotes, share with clients and track views.
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.
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.
Duplicate line items
Add a feature to create a duplicate line item for either the single line item or the line and everything below it.
Section containers; ability to group multiple sections in a container with a title and the sub total of the costs of the grouped sections
Calculate Monthy Pricing
Ability to show the total at the bottom per choosen interval. So if the total is 12k and I choose to show it per month for a 12 month period the total should say something like ‘1k per month, calculated for a twelve month period’
Duplicate all sub items of a line
duplicate a certain line item in an estimate. All sublines (if there are any) should be duplicated as well