Purchase order side lacks

I agree we need to be able to see what is accruing time…. The sync doing work and a lot of time adds double entries TO QUICKBOOKS NOT an option for many. It sure would be nice to be able to have purchase order reports the same way that we have money coming in reports we need to see money going out reports and for tax purposes this would be so much easier. All other platforms are adding this. It would also be NICE. I’ve asked probably 100 times that purchase orders can’t be “duplicated” all it would take is something that FLAGS US LIKE with a red mark or something telling us that this was already created on an invoice. Thanks

Future invoice syncing still needs one issue resolved:

the invoice Tax field was omitted from QuickBooks totals. The purchase-tax mapping does not fix that. Retailer-tax reimbursements need a named invoice line or a confirmed DesignFiles sync solution before I can verify complete invoice syncing.

Place DATES beside the title for ALL replays of Workshops & Webinars. Remove all learning videos that have outdated information.

allow deposit payments on quotes

PLEASE let us collect payments on quotes. Having to send a quote for approval and THEN an invoice just makes the client experience more of a hassle, but I’d rather not skip the quote entirely (even though often it also seems redundant if someone has “approved” items within a design board…) I just sat in on the first bit of the workflow session thinking maybe it would clarify how to streamline this but NO, it assumes we always want to do all of these steps. PLEASE improve the client experience in this way — it can’t be so hard to knock off! (Houzz offers this btw) BTW before I posted this I searched and see that this was first requested by someone else THREE YEARS AGO.

Add/Organize Products into Categories on the Products Page

If we do not add a product to a category on the detail page, independently, we should have the ability to bulk add items to categories on the Product tab. Pretty please? It’s a pain to have to edit each one independently and very time consuming!

Spec Sheet Template

I would love it if there were a way to create a template for spec sheets so that I am not re-creating the wheel every single time for every job. I work with a lot of different builders and they all want to see my spec sheets with different information on them so it would be super helpful and a huge time saver if I could create a different template for each builder!!

Can you include v-groove paneling

Can you include v-groove paneling in your selections?

Background Remove at the point of clipping

Would be amazing if we can remove the background at the point when we clip a product - this would streamline workflow substantially

Glass material

Hi, I draw a lot of custom bathrooms which have glass barriers and I wanted to ask if there is an existing tool I could use to realistically represent that, or if the feature could be added?

Real-Time Design Board Total Based on Client Approvals & Declines

It would be incredibly helpful if the total cost of a shared design board automatically updated as clients approve or decline products. For example, if a client declines a $2,000 accessory from a $100,000 board, the total would immediately adjust to $98,000. This would allow clients to see the financial impact of their decisions in real time, making budgeting and the approval process much easier.

Client payment reminder automation

Until client pays full, if possible a feature to set up automations for remind the client. Like every 5 days, until balance reaches 0.

Ability to hide/remove items from Order Tracker

If a PO has additional line items that do not need to be tracked, ability to hide them from the order tracker.

please make tasks more useful

I would LOVE for the task feature to be actually useful (I’ve given up previously but am trying again). Please let this function remember my previous settings (having to click that I only want to see incomplete tasks every time I navigate back and forth to a page is annoying). Please let me add/edit details about a task when I’m creating it vs. having to create it THEN click back in to do so. After I enter a task then hit “return” please assume that I want to add another task next (and let me start typing right away) vs. putting me back to stare at my list of tasks having to again click “add task”. Please don’t repeat columns from one project into another project. Please reference highly-usable task apps like Asana, Trello, Ticktick etc to see best practices in tasks! It would be super great for this to better serve project management needs… thank you.

Project Discussion

It’s pretty close for the client facing tab and internal tab for discussion right next to each other. Is there anyway to differentiate between the two besides the light colored background. Could we make the internal discussion default when the project discussion is opened?

Attachments Visibility

It’s pretty close for the client facing tab and internal tab for attachments right next to each other. Is there anyway to differentiate between the two. Could we make the internal attachment the default when we click on attachments?

RFQ Vendor Communication

It would be helpful if the vendor replied to the email to send back to DF for easy review. Could also be helpful for the vendor to input information regarding the quote.

Time Tracker - multiple projects

The ability to add time for multiple projects on the same screen would be helpful, instead of having to get into each project separately to log time.

Template/Copy Entire Project

I would absolutely benefit from having the ability to either 1- make a project template (including questionnaire, design board template, presentation templates, tasks, etc.) with repeating items used in every project, 2- The ability to copy and paste an existing project with the ability to edit/update to the new project. This would be an absolute GAME CHANGER for me as I would use EVERY DAY. PLEASE, PLEASE, PLEASE!!!!

Client View - Open to main page

Clients always come back to say they see only one board when I share an entire design, I have to direct them to the DESIGNS tab top left. Wouldnt it make more sense when sharing a whole design (vs just one board) for it to open here instead of a single board without a scroll option?

new clipper

Hi, the new clipper update is awful, I have to manually select all the info myself which takes so much longer - surely updates should improve the functionality?