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Feature Request
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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
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
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.
1
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under review
5
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