I have had requests from clients to have a line for our company to sign on the Signature page to create a fully executed contract signed by both parties - one for the client to sign and a another for us as the vendor. Currently no way to do that o...

Add RCF for supplier pricing

We would like to have the ability to mark and show what purchase order comes from a service call. Currently, when you make a PO, the project it shows that its tied to is just marked as "Stock". Can we update this to reflect and attach to the serv...

I’m selling a lot to bars and restaurants these days. This market especially appreciates leasing the equipment, it closes my deals so much faster, and pays me 100% up front. At this point I’m NOT sending the proposals to the client until they’ve a...

Can there be an option to make certain fields required for new opportunities, for example, quote template, we have a few and this field we would want something selected in order to properly use the templates we have created when a new opportunity ...

Partially ordered status for line items on a Purchase Order

Component ID System for Device Identification & Connection View Clarity Feature Idea Introduce persistent and visible Component IDs for all devices and infrastructure items across the platform, with a primary focus on improving readability and...

Project notes can become lengthy, especially when a project spans a year or more. At a previous company, we used a "Pop-Up Note" feature that displayed an important note as soon as the project was opened. On the Notes page, any note designated as ...

Need to be able to click a box that flags that item to be drop shipped instead of shipped to the office. Show in purchase queue as a different color or something signalling that it's a drop shipment.

A secure client-facing portal where users can view all their open proposals, active projects, associated invoices, and service calls in one place. A calendar view showing scheduled tasks or site visits would help clients stay informed. Clients cou...