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  1. 6 votes
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  2. sales tax

    Sales tax calculation using Avalara AvaTax
    https://www.avalara.com/products/sales-and-use-tax/avatax-2/

    This would be helpful for occasional proposals where we do not know the sales tax rate. It should be fairly simple and it would require a customer address to validate.

    The API is free and the most accurate tax calculation is available using the full street address. I would just want to make sure that we could apply a tax rate of 0% for non-taxable lines and maybe set my default tax rate to "Lookup" similar to how Xero does their Avalara integration.

    http://taxratesapi.avalara.com

    6 votes
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  3. Automatic proposal status change on full payment to approved

    Hi Nifty,

    Can we please put in code to automatically change proposal statuses to approved when payments have been processed, tallying to the total proposal amount, via Stripe or PayPal buttons?

    5 votes
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  4. Add a gallary function

    Hello ... we just started using your service, and so far it's a pretty cool tool. We're an advertising agency and our proposals often require we submit creative samples. We'd love to see you guys add some functionality that would allow us to build a gallery/portfolio of work

    5 votes
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  5. Ability to edit dates for approval or rejection

    Sometimes we get a verbal approval or rejection and won't remember to go back and change the status until a month later when we're reviewing outstanding items in NQ. This messes up our stats. Also we just started using the rejection reasons feature and wanted to go back and add a reason to all our old rejected quotes but if we did that it would mark the quote as rejected as the current date.

    5 votes
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  6. Add an independent tab / area to organize and edit the content library.

    In addition to the extremely long list of content items running down the LH side of a proposal in editing mode, it would be good to have a tab for keeping this library of content organized. Ideally, having tags or folders for sections or types of content would also help to have the accordion of content that you need to drag into the proposal expand and contract without scrolling forever to get to the snippet of content you need to use.

    5 votes
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  7. Build an Auto-Save Feature for Preview

    When building a proposal, the preview option doesn't automatically save the Proposal I'm building. Once clicked, any unsaved information is lost. There should at least be a warning that this could happen.

    5 votes
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  8. Dropdown menu for similar options

    Ability to add a drop down for grouped options.

    Product £100
    Product variation 1 +£20
    Product variation 2 +£30

    5 votes
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  9. Exporting as Word for review/edits... or expand "Discuss" for redlining and add citations.

    Assuming your discuss feature allows the note to be attached to a section of text, it would enable an approval with edits. This would avoid the need to export a doc as an editable / redlined Word doc. Could enable versioning this way as well.

    5 votes
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  10. Team Collaboration

    It would be nice for the team to be able to make suggestions at the section and/or content block level from the editing screen which could then be marked for progress (maybe stages like: new comment, under review, in progress, complete, rejected).

    5 votes
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  11. Supplier Info

    Hi,

    In the proposal tab a supplier field would be great to add the supplier costs and who is the supplier, but these info shows just to the user to make easier to track supplier/costs used in the proposal.

    Many thanks,

    4 votes
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  12. Link quantities fields

    Automatically adjust quantities filed based on another quantity. If 2 x PC's are selects then automatically adjust the labor to 2.

    5 votes
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  13. analytics integration

    Is anybody interested in having analytics integrated with quote, to track quote internal links?

    5 votes
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  14. Prevent Proposal Cloning

    Cloning a new proposal is not always a good idea. Especially in a fast growing business. Expecting the sales person to make a proposal from a fresh template each time means you can keep a single source up to date with the latest information and branding policies. We have encountered a number of incidents where client details have accidently gotten into another's proposal. Also if an error occurs early on it goes into everything after. A simple checkbox in the settings to disable cloning across the account would suffice.

    4 votes
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  15. Disable Auto Actions on individual proposals.

    If a client will not make a decision for x amount of days, you should be able to disable the auto action (follow up emails) for that particular proposal.

    4 votes
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  16. Boxed / Grid display style for proposals list

    Would be great to have some different display styles for the proposals list. i.e. i personally would really like to see a boxed/grid type display:

    Tile / card / boxed / grid view: each proposal as a box showing:

     - company / proposal name
    
    - created date
    - [state] date (i.e.: approved date, etc)
    - tag/s
    - totals: proposal total, expenses total, profit total

    With the ability to group by company, sort by date, and other grouping and ordering options.

    Hover over the boxes and get the button/links (overview, quote, content, preview, clone, archive, delete) - or have these buttons…

    4 votes
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  17. Word Export Option

    See if DocRaptor or another plugin/service can help to enable MS Word exports. As much as we hate word, some attorneys want our agreements in word so that they can mark them up for changes.

    4 votes
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  18. Is it possible to setup an integration with VTiger crm?

    We use VTiger crm for quite some time now and really would not like to go over to another crm as VTiger is extremely customisable but would love it if you can integrate with VTiger. please let us know

    4 votes
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  19. Proposal Custom Field

    Ability to create custom fields in the proposals.

    For example , when creating a proposal to allow inform the number of customer ticket.
    The proposal and email , letting you select this custom field .

    4 votes
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  20. Roles to certain Proposal tags only

    I would like to restrict access to some user to certain proposal tags only. Also woulde be useful to restrict access to certain themes and templates.

    4 votes
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