Some way to enter information for shades. I know that this is probably complicated, but more and more of us are doing shades. So some way to enter width, height, a fabric item number, etc. I can't say for sure but it is extremely tedious for us to ad shades right now.
Please vote for this. This software is hard enough on the eyes as it is, dark mode would help alleviate that.
When in a single opportunity you build 2 or more different proposal for different things, like AV and Shades. It would be nice if at some point you could merge them in a single proposal.
Stop checking this by default. Upvote this please, everyone. It has messed me up so many times having it checked by default. I know a similar one exists, but I am hoping this will move to the top to get seen again.
Proposal Email Template Variables/different Default Template per user
The new (CO) Proposal Email Templates are nice, however it's not very functional w/o the ability to either have variables in the template for the current user's name, email, phone, etc. or the ability for each user to select their pre-set email template. Currently you can create multiple templates, but there's only 1 default template you can select that's the default for every user in the system, so it's pretty useless. So please either allow each user to select a different "default" template so they can select the one w/ their information in it, or add the ability to have variables in the templates the fill out things like name, title, email, phone number etc that apply to the individual user.
Room Description Defaults
Would be nice to have a drop down for room descriptions within the quote. We put one of 3 descriptions on every room and it would be nice to have a drop down box with these descriptions selectable instead of having to type them out or copy and paste from another document.
Add custom fields for opportunities, accounts, and contacts. Comment below the custom fields you would like to see, if it is something common across many, we can add as a standard field
Item search to stay active
The item search used to stay active so you could keep refining the item being searched. In a recent update, this has changed and now if you type slow or stop, the search field grays out and you need to select the field again to continue with searching for the item. Time consuming and annoying. Please change back.
Add recurring charges to proposal
Need to show recurring monthly and yearly charges in a "monthly fees" section without adding that fee to the proposal total(for security and/or service contracts, etc).