Opportunities & Quotes

Staff spends time involved with a site inspection and creating quotes/estimates on an opportunity. Would like a way to enter this time against the opportunity. This would allow us to easily see what time staff are spending on individual sales prop...

This way the project manager can see the goal date when this becomes a project.

The character limit to the current terms and conditions is 10k. The work around to get more characters is to add a paragraph (name it terms and conditions) and then paste into the paragraph (which has an 80K character limit). However, with this wo...

When sharing proposals and customizing the messages to specific clients, it is important to be able to revisit exactly what was said by the sender. Can this be incpororated into proposal history?

When a client signs off on a proposal it would be amazing if they could sign off on attached plans, sketches, specs or other attachments.

When a client accepts our quote (approval) we need a location for them to add a PO number. The majority of our clients are K-12 schools. They all function off of POs. A PO is our contract / approval to move forward.

Once a client Accepts and Signs an opportunity, we want there to be an auto response sending them a fully executed Agreement with our signature on it, rather than converting the accepted quote to a PDF and then signing and sending it to them separ...

Currently you can only copy items on a Quote to the current Quote you are on. It would be ideal to be able to copy these to another Quote (similar to how you can copy items on a Change Order to another Change Order). Currently the only way to do s...

Here is an example we are dealing with : We have a completed project with a good customer of ours, by completed, the work is complete, the payment is complete. The only thing is pending change order that is not yet accepted. Since we deal with the...

When looking at the notes tab on the overview page, you can see all the notes but because you can't see what room/system other it was posted to its missing possible important context.