Simple Estimate
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Feature Request
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Feature Request
Description
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
1
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
2
Add Estimate totals
Improve totalling and sub-totaling one estimate
1
·
under review
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
3
Ability to have cost and billabe rates to calculate Margin
Would love the ability to differentiate between cost and billable rates so we're able to see margin.
1
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planned
1
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
1
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planned
2
Hubspot Integration
We would like to add a hubspot integration to be able to create quotes, share with clients and track views.
1
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planned
1
Add an API and support Make
We want to automate and integrate with our CRM and time entry system.
1
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planned
2
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.
1
·
under review
1
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
1
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