Design Board Mode - Delete project board columns
Within the Design Board Mode let us delete columns that are not used. There are currently a standard 5 columns but I only use 4 columns.

Sandy Le 1 day ago
π‘ Feature Requests
Design Board Mode - Delete project board columns
Within the Design Board Mode let us delete columns that are not used. There are currently a standard 5 columns but I only use 4 columns.

Sandy Le 1 day ago
π‘ Feature Requests
Refund and Credits
We need the ability that once a refund is created it automatically goes to a clients project to be used towards a new Invoice. Iβm usually just using that money towards new product and not actually refunding it to them as the projects are on going. Just creating a refund and then going and creating a retainer makes no sense as then there is nothing to match up to the payment in quickbooks. Reps constantly telling me to ask my accountant is so unhelpful as my accountant is the one who finds this as an issue in DesignFiles since you canβt match it up I quickbooks . this also seems to be an issue people have been asking about for 3+ years and it is being ignored. Feels like most of what we ask for in here isnβt actually taken seriouslyβ¦

Kristina Penz 1 day ago
π‘ Feature Requests
Refund and Credits
We need the ability that once a refund is created it automatically goes to a clients project to be used towards a new Invoice. Iβm usually just using that money towards new product and not actually refunding it to them as the projects are on going. Just creating a refund and then going and creating a retainer makes no sense as then there is nothing to match up to the payment in quickbooks. Reps constantly telling me to ask my accountant is so unhelpful as my accountant is the one who finds this as an issue in DesignFiles since you canβt match it up I quickbooks . this also seems to be an issue people have been asking about for 3+ years and it is being ignored. Feels like most of what we ask for in here isnβt actually taken seriouslyβ¦

Kristina Penz 1 day ago
π‘ Feature Requests
CAD File Upload Support for Interior Designers & Architects
It would be incredibly helpful if DesignFiles could support uploading CAD files directly from architects and architectural designers. Many interior designers work alongside architects and frequently receive DWG, DXF, or other CAD-based plans as part of residential and commercial projects. Being able to upload and reference these files within the client project area would streamline workflows significantly and keep all project information in one place. This would be especially useful for: Accurate room planning and layouts Joinery and built-in design coordination Working from scaled architectural drawings Collaborating with contractors and trades Commercial and renovation projects Even a viewer-only integration or the ability to attach CAD files for reference would be a huge improvement. Thank you!

Lesley Jackson 2 days ago
π‘ Feature Requests
CAD File Upload Support for Interior Designers & Architects
It would be incredibly helpful if DesignFiles could support uploading CAD files directly from architects and architectural designers. Many interior designers work alongside architects and frequently receive DWG, DXF, or other CAD-based plans as part of residential and commercial projects. Being able to upload and reference these files within the client project area would streamline workflows significantly and keep all project information in one place. This would be especially useful for: Accurate room planning and layouts Joinery and built-in design coordination Working from scaled architectural drawings Collaborating with contractors and trades Commercial and renovation projects Even a viewer-only integration or the ability to attach CAD files for reference would be a huge improvement. Thank you!

Lesley Jackson 2 days ago
π‘ Feature Requests
Questionnaire Improvements
Is there someone I can speak with about making improvements to the questionnaires? Iβm a former marketing researcher/consumer insights professional and have extensive experience in this area. I find that the current questionnaire templates are not very user friendly if you want to make changes. I generally create a custom questionnaire for each project but it would be nice if I could easily pull questions from multiple templates into my questionnaires. There are also several other question types and features that would be nice to have.

Colleen Langdon 2 days ago
π‘ Feature Requests
Questionnaire Improvements
Is there someone I can speak with about making improvements to the questionnaires? Iβm a former marketing researcher/consumer insights professional and have extensive experience in this area. I find that the current questionnaire templates are not very user friendly if you want to make changes. I generally create a custom questionnaire for each project but it would be nice if I could easily pull questions from multiple templates into my questionnaires. There are also several other question types and features that would be nice to have.

Colleen Langdon 2 days ago
π‘ Feature Requests
Edit spec sheet
Need to be able to delete within a spec sheet, specifically the vendor name and website link. I want to keep those in my library, but I donβt want my client to see them and the price online. Maybe this feature already exists and I have missed it. Thank you!

Jennifer Mallinger 3 days ago
π‘ Feature Requests
Edit spec sheet
Need to be able to delete within a spec sheet, specifically the vendor name and website link. I want to keep those in my library, but I donβt want my client to see them and the price online. Maybe this feature already exists and I have missed it. Thank you!

Jennifer Mallinger 3 days ago
π‘ Feature Requests
Measurement display in floor plan
It would be helpful if the floor plan tool had measurements from all angles displayed. For example, amount of space from cabinet to floor, chairs to back of wall, etc. Also, shown all measurements of each cabinets, items, etc would be very helpful when sharing with trades or vendors

Hilary 3 days ago
π‘ Feature Requests
Measurement display in floor plan
It would be helpful if the floor plan tool had measurements from all angles displayed. For example, amount of space from cabinet to floor, chairs to back of wall, etc. Also, shown all measurements of each cabinets, items, etc would be very helpful when sharing with trades or vendors

Hilary 3 days ago
π‘ Feature Requests
Contractor portal
It would be great to set up a portal for contractors. So we can provide all the details that the client doesnβt need to see.

Regina DiLauro Fay 3 days ago
π‘ Feature Requests
Contractor portal
It would be great to set up a portal for contractors. So we can provide all the details that the client doesnβt need to see.

Regina DiLauro Fay 3 days ago
π‘ Feature Requests
Upgraded options on pieces
Would love to be able price a piece of furniture that has optional upgrades and have those be able to be broken down as βsub pricesβ to the total overall price. This way we know if we included the example, upgraded cushions, in the price and then it would be nice for it to transfer to the PO as separate line items as well so that the vendor sees the line item for the upgraded options added to the piece.

Shannon Scoggin 4 days ago
π‘ Feature Requests
Upgraded options on pieces
Would love to be able price a piece of furniture that has optional upgrades and have those be able to be broken down as βsub pricesβ to the total overall price. This way we know if we included the example, upgraded cushions, in the price and then it would be nice for it to transfer to the PO as separate line items as well so that the vendor sees the line item for the upgraded options added to the piece.

Shannon Scoggin 4 days ago
π‘ Feature Requests
Vendor categorization
Having vendors in with clients under the primary heading of βcontactsβ is not super helpful. Would love for client contacts to be in one location and vendors to be in another with the ability to categorize the vendors (furniture, rugs, etc). That way when sourcing, you can utilize your vendor lists right there in click up to find what you need.

Trina Ashour 7 days ago
π‘ Feature Requests
Vendor categorization
Having vendors in with clients under the primary heading of βcontactsβ is not super helpful. Would love for client contacts to be in one location and vendors to be in another with the ability to categorize the vendors (furniture, rugs, etc). That way when sourcing, you can utilize your vendor lists right there in click up to find what you need.

Trina Ashour 7 days ago
π‘ Feature Requests
Cad files to attachments
Unless I am missing something, I havenβt been able to attach cad files to the attachments area. Overall I have found it hard to use certain features within design files because I feel like I am never able to paste images I need to or add files that I need to. For example, when I created my contract template, I couldnβt paste my logo into the document. In attachments, I couldnβt add cad files. In tasks, I canβt paste images.

Trina Ashour 7 days ago
π‘ Feature Requests
Cad files to attachments
Unless I am missing something, I havenβt been able to attach cad files to the attachments area. Overall I have found it hard to use certain features within design files because I feel like I am never able to paste images I need to or add files that I need to. For example, when I created my contract template, I couldnβt paste my logo into the document. In attachments, I couldnβt add cad files. In tasks, I canβt paste images.

Trina Ashour 7 days ago
π‘ Feature Requests
PDF's to Folders: GAME CHANGER!!!
I wish you could upload PDFs to a folder. This would be very helpful. For instance, I still have to use email or Google Drive to upload (for example) cabinetry drawings from the cabinetmaker for review/approvals. If you could upload a compiled PDF to a folder in a project, you can more easily have documents notes/comments/approvals in one place. I would use this EVERY day if I had the ability! ππππ add this function!!!

Lyn Norton 7 days ago
π‘ Feature Requests
PDF's to Folders: GAME CHANGER!!!
I wish you could upload PDFs to a folder. This would be very helpful. For instance, I still have to use email or Google Drive to upload (for example) cabinetry drawings from the cabinetmaker for review/approvals. If you could upload a compiled PDF to a folder in a project, you can more easily have documents notes/comments/approvals in one place. I would use this EVERY day if I had the ability! ππππ add this function!!!

Lyn Norton 7 days ago
π‘ Feature Requests
Sorting on My Projects > Board Mode
It would be a really easy update to add sorting to the Board Mode or Grid Mode under My Projects - alphabetically or by due date. Dragging the boards is really inefficient and clunky.

Jessica 7 days ago
π‘ Feature Requests
Sorting on My Projects > Board Mode
It would be a really easy update to add sorting to the Board Mode or Grid Mode under My Projects - alphabetically or by due date. Dragging the boards is really inefficient and clunky.

Jessica 7 days ago
π‘ Feature Requests
Quote Valid Until Date
It would be nice to be able to put a quote valid for period or valid until date. Once that quote date is met the quote becomes expired and no longer in client view.

Isabella Iglesias 8 days ago
π‘ Feature Requests
Quote Valid Until Date
It would be nice to be able to put a quote valid for period or valid until date. Once that quote date is met the quote becomes expired and no longer in client view.

Isabella Iglesias 8 days ago
π‘ Feature Requests
Make changes to Library items more easily
I find this difficult. Library items are so important and designers are using them constantly. Need to be able to change info and delete items in library easily.

Katherine Gold 8 days ago
π‘ Feature Requests
Make changes to Library items more easily
I find this difficult. Library items are so important and designers are using them constantly. Need to be able to change info and delete items in library easily.

Katherine Gold 8 days ago
π‘ Feature Requests
How do you send a receipt of payment to a cient?
I would like to see this as a pull down menu item in financials to be able to send a receipt any time to a client.

Katherine Gold 8 days ago
π‘ Feature Requests
How do you send a receipt of payment to a cient?
I would like to see this as a pull down menu item in financials to be able to send a receipt any time to a client.

Katherine Gold 8 days ago
π‘ Feature Requests