Please add the option to include a pdf ( proposal) as an attachment to the contract, this would save designer lots of timet

Susanne Ordonez About 7 hours ago
💡 Feature Requests
Please add the option to include a pdf ( proposal) as an attachment to the contract, this would save designer lots of timet

Susanne Ordonez About 7 hours ago
💡 Feature Requests
MORE INTUITIVE PROJECT DISCUSSION
Please make the project discussion easier for clients to understand how it is organized and get to the different sections. Instead of “jump to….”/”want to discuss just this board?” I suggest a header with the 3 main categories of “project discussion”, “design board discussion” and “product discussion”. Subcategories could be under the different headers. Thanks for considering!!

Clare Reiss About 23 hours ago
💡 Feature Requests
MORE INTUITIVE PROJECT DISCUSSION
Please make the project discussion easier for clients to understand how it is organized and get to the different sections. Instead of “jump to….”/”want to discuss just this board?” I suggest a header with the 3 main categories of “project discussion”, “design board discussion” and “product discussion”. Subcategories could be under the different headers. Thanks for considering!!

Clare Reiss About 23 hours ago
💡 Feature Requests
APPROVE - REJECT & ORDERED
Would be great for the designer AND for the client to be able to keep track of orders that have been placed.. overall, I just want to know, but if I’m working with a renovation client I have to constantly go ask “did you place the order for those plumbing fixtures” ??

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
APPROVE - REJECT & ORDERED
Would be great for the designer AND for the client to be able to keep track of orders that have been placed.. overall, I just want to know, but if I’m working with a renovation client I have to constantly go ask “did you place the order for those plumbing fixtures” ??

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
Please add AUTOCORRECT
When typing a rationale or anything on the platform. Simple and very needed

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
Please add AUTOCORRECT
When typing a rationale or anything on the platform. Simple and very needed

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
MESSAGING SYSTEM - SERIOUS USABILITY PROBLEM
I run a high-volume interior design business and use DesignFiles daily. Overall, the platform is incredibly valuable. However, the client messaging system is a major pain point and, in its current form, it creates real friction with clients. My clients regularly report the same issues: • “I didn’t see your message.” • “I can’t figure out where messages are.” • “I remember typing a message but now I can’t find it.” These aren’t isolated cases. This happens constantly, even with clients who are otherwise very tech-savvy. The root problem appears to be that communication is not centralized in a clear, intuitive message thread the way clients expect. Messages can feel buried inside boards, comments, approvals, and the project interface. For clients who only log in occasionally, it’s very easy for them to lose track of where conversations live. Because of this, designers like me end up spending unnecessary time: • explaining where messages are • reminding clients where to reply • following up outside the platform to confirm they saw something That defeats the purpose of having a client portal designed to streamline communication. A few improvements that would dramatically improve the client experience: 1. Create a true centralized inbox or message thread for each project that is impossible to miss. 2. Improve email notifications so clients clearly see message previews and can easily jump back to the conversation. 3. Make the messaging location more obvious for clients, especially those using the portal for the first time. DesignFiles is so close to being the perfect platform for designers. The design tools themselves are fantastic. But the messaging experience is currently the weakest part of the system, and improving it would make a huge difference for designers managing many clients at once.

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
MESSAGING SYSTEM - SERIOUS USABILITY PROBLEM
I run a high-volume interior design business and use DesignFiles daily. Overall, the platform is incredibly valuable. However, the client messaging system is a major pain point and, in its current form, it creates real friction with clients. My clients regularly report the same issues: • “I didn’t see your message.” • “I can’t figure out where messages are.” • “I remember typing a message but now I can’t find it.” These aren’t isolated cases. This happens constantly, even with clients who are otherwise very tech-savvy. The root problem appears to be that communication is not centralized in a clear, intuitive message thread the way clients expect. Messages can feel buried inside boards, comments, approvals, and the project interface. For clients who only log in occasionally, it’s very easy for them to lose track of where conversations live. Because of this, designers like me end up spending unnecessary time: • explaining where messages are • reminding clients where to reply • following up outside the platform to confirm they saw something That defeats the purpose of having a client portal designed to streamline communication. A few improvements that would dramatically improve the client experience: 1. Create a true centralized inbox or message thread for each project that is impossible to miss. 2. Improve email notifications so clients clearly see message previews and can easily jump back to the conversation. 3. Make the messaging location more obvious for clients, especially those using the portal for the first time. DesignFiles is so close to being the perfect platform for designers. The design tools themselves are fantastic. But the messaging experience is currently the weakest part of the system, and improving it would make a huge difference for designers managing many clients at once.

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
TEMPORARILY DISABLE CERTAIN PACKAGES
Sometimes if demand is high or I want to only offer certain packages at certain times, I need to be able to temporarily disable certain packages without having to delete them and then recreate later.

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
TEMPORARILY DISABLE CERTAIN PACKAGES
Sometimes if demand is high or I want to only offer certain packages at certain times, I need to be able to temporarily disable certain packages without having to delete them and then recreate later.

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
Automatic Product Add
Once a client approves a product it would be great to have that automatically go into a quote for them to review.

Megan Feeney 2 days ago
💡 Feature Requests
Automatic Product Add
Once a client approves a product it would be great to have that automatically go into a quote for them to review.

Megan Feeney 2 days ago
💡 Feature Requests
Reusable Item Groups in Floor Plan
I would love if I could create a reusable floor plan template, or grouping of items. For example, I am continually using the same bed/nightstand/lamp/rug/etc. combination for bedrooms and I’d like the ability to create a group of these that gets saved to my favorites and be able to drop all of those things into a floor plan at once. As a stager, this would be wildly helpful.

Heather Russo 3 days ago
💡 Feature Requests
Reusable Item Groups in Floor Plan
I would love if I could create a reusable floor plan template, or grouping of items. For example, I am continually using the same bed/nightstand/lamp/rug/etc. combination for bedrooms and I’d like the ability to create a group of these that gets saved to my favorites and be able to drop all of those things into a floor plan at once. As a stager, this would be wildly helpful.

Heather Russo 3 days ago
💡 Feature Requests
Invoices - net total
It would be great to have the ‘unit price’ total at the bottom of the invoice, and not just the total client price.

Alissa Maartens 4 days ago
💡 Feature Requests
Invoices - net total
It would be great to have the ‘unit price’ total at the bottom of the invoice, and not just the total client price.

Alissa Maartens 4 days ago
💡 Feature Requests
Template for Fee Proposal
I see some project proposals are loaded into the templates but they are very bespoke in terms of editing. The editing tools aren’t very advanced, like that of Canva, and it would much appreciated if that were the case. In my mind, under DF Templates, I would see “presentations, questionnaires, contracts and fee proposals”. That way I can directly edit it rather than having to make do with one of the presentation templates. Plus I know a lot of designers like to have fee proposals signed by the client so an electronic signature field for the fee proposal template would be much appreciated.

Trevor Isakson 5 days ago
💡 Feature Requests
Template for Fee Proposal
I see some project proposals are loaded into the templates but they are very bespoke in terms of editing. The editing tools aren’t very advanced, like that of Canva, and it would much appreciated if that were the case. In my mind, under DF Templates, I would see “presentations, questionnaires, contracts and fee proposals”. That way I can directly edit it rather than having to make do with one of the presentation templates. Plus I know a lot of designers like to have fee proposals signed by the client so an electronic signature field for the fee proposal template would be much appreciated.

Trevor Isakson 5 days ago
💡 Feature Requests
Assign / email more than 1 contact at once
Would love to be able to assign and email more than one person at a time. In addition to design, we do a lot of staging and work with relators and brokers. Often we have to email invoices to a head realtor and then also their accounting person - since there doesn’t seem to be a way to even assign more than 1 person per project, even if we add both contacts to our contacts, we then have to save a pdf to email it from gmail for example… Would also love to be able to add multiple emails in the send field without having to add them to our contacts. Finally - it’s so hard to quickly change out the assigned client for a project. Can’t figure out how to even add a different one unless emailing them a quote or invoice, etc, at which point I have to go delete them from contact if they already existed there (because it never finds/populates them in the send field even if they exist already), re-add them again, and then once I email them from design files they are assigned as the new client for that project. It’s too many steps/cumbersome…..

Marina Micheva 5 days ago
💡 Feature Requests
Assign / email more than 1 contact at once
Would love to be able to assign and email more than one person at a time. In addition to design, we do a lot of staging and work with relators and brokers. Often we have to email invoices to a head realtor and then also their accounting person - since there doesn’t seem to be a way to even assign more than 1 person per project, even if we add both contacts to our contacts, we then have to save a pdf to email it from gmail for example… Would also love to be able to add multiple emails in the send field without having to add them to our contacts. Finally - it’s so hard to quickly change out the assigned client for a project. Can’t figure out how to even add a different one unless emailing them a quote or invoice, etc, at which point I have to go delete them from contact if they already existed there (because it never finds/populates them in the send field even if they exist already), re-add them again, and then once I email them from design files they are assigned as the new client for that project. It’s too many steps/cumbersome…..

Marina Micheva 5 days ago
💡 Feature Requests
Good morning! I would love to have a faster way to arrange the boards (maybe assigning numbers?) in order. It's common for me to do 30+ boards for one project and dragging and dropping them in order is very time consuming. Thank you!

Carrie Fundingsland 5 days ago
💡 Feature Requests
Good morning! I would love to have a faster way to arrange the boards (maybe assigning numbers?) in order. It's common for me to do 30+ boards for one project and dragging and dropping them in order is very time consuming. Thank you!

Carrie Fundingsland 5 days ago
💡 Feature Requests
I would love to be able to share the calendar with my clients. I would also love to be able to add the schedule on the calendar which means I would want to be able to select different colors for different schedule items. This does not refer to the curated items, this would be more like when the tile is scheduled to be installed or when the wallpaper is being installed.

Marcy Sobczak 6 days ago
💡 Feature Requests
I would love to be able to share the calendar with my clients. I would also love to be able to add the schedule on the calendar which means I would want to be able to select different colors for different schedule items. This does not refer to the curated items, this would be more like when the tile is scheduled to be installed or when the wallpaper is being installed.

Marcy Sobczak 6 days ago
💡 Feature Requests
Favorite a product after use
Would love the option to favorite a product after using it in floor planner. Oftentimes I do not favorite a product until I’ve used it and by that time I have to go back to the search bar and type in the name to find it. I should be able to favorite it when I click on the product on my floor plan. Thanks!

Geena Pearson 7 days ago
💡 Feature Requests
Favorite a product after use
Would love the option to favorite a product after using it in floor planner. Oftentimes I do not favorite a product until I’ve used it and by that time I have to go back to the search bar and type in the name to find it. I should be able to favorite it when I click on the product on my floor plan. Thanks!

Geena Pearson 7 days ago
💡 Feature Requests
Payment-Gated Scheduling with Calendar Integration
I would love to see a feature that allows design firms to require payment before a client can schedule a consultation or design session, all within DesignFiles. A typical workflow for our firm is: inquiry → questionnaire → consultation payment → scheduling. Currently, we must send an invoice for the session, wait for payment, confirm the payment manually, and then send a separate scheduling link. This adds extra administrative steps and makes it possible for a meeting to be scheduled before payment is confirmed. Ideally, once a consultation invoice is paid, the client would automatically receive access to a scheduling link. This link could connect to an external calendar system such as Outlook / Microsoft Bookings, Google Calendar, or Calendly, allowing the client to select an available meeting time only after payment has been completed. This would allow firms to manage client onboarding, payment, and scheduling in one streamlined workflow within DesignFiles, while still using the calendar platform they already rely on.

Deanna Cash 7 days ago
💡 Feature Requests
Payment-Gated Scheduling with Calendar Integration
I would love to see a feature that allows design firms to require payment before a client can schedule a consultation or design session, all within DesignFiles. A typical workflow for our firm is: inquiry → questionnaire → consultation payment → scheduling. Currently, we must send an invoice for the session, wait for payment, confirm the payment manually, and then send a separate scheduling link. This adds extra administrative steps and makes it possible for a meeting to be scheduled before payment is confirmed. Ideally, once a consultation invoice is paid, the client would automatically receive access to a scheduling link. This link could connect to an external calendar system such as Outlook / Microsoft Bookings, Google Calendar, or Calendly, allowing the client to select an available meeting time only after payment has been completed. This would allow firms to manage client onboarding, payment, and scheduling in one streamlined workflow within DesignFiles, while still using the calendar platform they already rely on.

Deanna Cash 7 days ago
💡 Feature Requests
Meeting scheduler with invoicing
I would like to have the ability to schedule meetings with an invoice, in lieu of sending an invoice from DF then using separate scheduling software to make the appointment, then track to see if the payment was made prior to the meeting.

Deanna Cash 7 days ago
💡 Feature Requests
Meeting scheduler with invoicing
I would like to have the ability to schedule meetings with an invoice, in lieu of sending an invoice from DF then using separate scheduling software to make the appointment, then track to see if the payment was made prior to the meeting.

Deanna Cash 7 days ago
💡 Feature Requests
The Refund Capability is faulty- when you issue a refund you need to be able to change the quantity or it doens't calculate the markup properly under markup revenue and then It shows the client them im refunding ALL quantities as opposed to just one of them.

Emily 7 days ago
💡 Feature Requests
The Refund Capability is faulty- when you issue a refund you need to be able to change the quantity or it doens't calculate the markup properly under markup revenue and then It shows the client them im refunding ALL quantities as opposed to just one of them.

Emily 7 days ago
💡 Feature Requests