Sales Report with Goals
The ability for a salesperson to see their sales quota vs the amount sold to date.
Custom Data Lists / Subscriptions
Would really appreciate an area where we can log and reference project specific information, like IP addresses for the network, passwords, log-in credentials, subscription info...etc. This would be a feature that could be customizable for the business needs.
Labor Adjustment by Phase
Currently we can add a multiplier to labor rates by labor type, which is great. However, I’d also like to be able to change by phase. For example, the prewire may be in a building with masonry walls so require channeling for every wire run, requiring twice as much time, but installing the equipment will not be any more difficult during final. Both are 'installation' labor (and going back and changing every wire to a 'pre-wire' labor would be a lot of work for all dealers to do).
Report - Catalog Items sold within projects or won opportunities
To be able to pull a report that would allow you to filter what projects have a certain catalog item in it would be helpful in the current market conditions.
We would like the ability to recover deleted Quotes.
Occasionally a Quote might get deleted by accident and it would be nice to have the ability to recover them in this particular case instead of having to completely rebuild them from scratch.
See Rooms in Projects
After I build out the quote, I have put everything into the room that it belongs in, but in the project, it just shows the items and not where they are meant to go. I would like to be able to have my employees go to a site and pull up the room by room material list.
Accessories to show up for products with alternates
Currently, if you’re using alternates for products, the accessories for those products don’t show up in the quote.