Change Quote Status to Invoiced
It would be nice to be able to change the quote status to “invoiced”, so that we can see which quotes have been invoiced and which ones are just in the approval stage

Sara Ann Rolfes about 9 hours ago
💡 Feature Requests
Change Quote Status to Invoiced
It would be nice to be able to change the quote status to “invoiced”, so that we can see which quotes have been invoiced and which ones are just in the approval stage

Sara Ann Rolfes about 9 hours ago
💡 Feature Requests
Contract and Templates Editing
I wish there were more editing features in the contract template page. Like being able to see the margins of the page and how each bit of text or table will actually show up. There is a huge difference between the editing portion of the contract editor and the preview which really messes with tables and spacing.

Melissa Pratt about 14 hours ago
💡 Feature Requests
Contract and Templates Editing
I wish there were more editing features in the contract template page. Like being able to see the margins of the page and how each bit of text or table will actually show up. There is a huge difference between the editing portion of the contract editor and the preview which really messes with tables and spacing.

Melissa Pratt about 14 hours ago
💡 Feature Requests
Order tracker vendor alphabetization
We would love for the vendor list to be in alphabetical order when in the “order tracker” and trying to attach a receipt. Right now the vendor list is random and there is no way to sort it, causing extra time searching for the vendor.

Erik Byers about 15 hours ago
💡 Feature Requests
Order tracker vendor alphabetization
We would love for the vendor list to be in alphabetical order when in the “order tracker” and trying to attach a receipt. Right now the vendor list is random and there is no way to sort it, causing extra time searching for the vendor.

Erik Byers about 15 hours ago
💡 Feature Requests
Separate & Organized File Structure
Would love to have an option within the attachments section to create an organized folder system, such as: Smith Residence Plans & Drawings Electrical Plumbing Cabinets Tile & Finishes Measurements Inspiration Project Photos …and then put the actual PDFs/files inside each folder. The current setup only allows for documents to be uploaded to the project within the attachments tab, but does not allow for any organization. The organizing piece is a big part of design projects, We often have so many documents, it can become cumbersome to have 30 files just thrown in a folder. Hoping this can be something we see soon!

Kelly Tivey about 18 hours ago
💡 Feature Requests
Separate & Organized File Structure
Would love to have an option within the attachments section to create an organized folder system, such as: Smith Residence Plans & Drawings Electrical Plumbing Cabinets Tile & Finishes Measurements Inspiration Project Photos …and then put the actual PDFs/files inside each folder. The current setup only allows for documents to be uploaded to the project within the attachments tab, but does not allow for any organization. The organizing piece is a big part of design projects, We often have so many documents, it can become cumbersome to have 30 files just thrown in a folder. Hoping this can be something we see soon!

Kelly Tivey about 18 hours ago
💡 Feature Requests
Checkboxes or Initial Signature For Contracts
It would be great to be able to request a client initials or checks a box in certain areas of your contract to ensure they have read a really important part of the contract forcing them to acknowledge it with a signature or by ticking the box.

Emma Blomfield about 23 hours ago
💡 Feature Requests
Checkboxes or Initial Signature For Contracts
It would be great to be able to request a client initials or checks a box in certain areas of your contract to ensure they have read a really important part of the contract forcing them to acknowledge it with a signature or by ticking the box.

Emma Blomfield about 23 hours ago
💡 Feature Requests
OPTION TO PUSH ALL STRIPE FEES TO CLIENT
We should be able to toggle on ALL stripe fees pushed to clients rather than manually & only on invoices

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
OPTION TO PUSH ALL STRIPE FEES TO CLIENT
We should be able to toggle on ALL stripe fees pushed to clients rather than manually & only on invoices

Amanda "Birdy" Pierce 2 days ago
💡 Feature Requests
Site Notes Feature
I send detailed site notes for every site visit which include items discussed, follow ups deliverables, and homework for the client. These are essential since the client signs off on them, giving confirmation to what was decided or discussed in person. A feature that could give site note templates would be great -by room etc, or customizable, -and could integrate into the client file would be amazing.

stacy nixon 5 days ago
💡 Feature Requests
Site Notes Feature
I send detailed site notes for every site visit which include items discussed, follow ups deliverables, and homework for the client. These are essential since the client signs off on them, giving confirmation to what was decided or discussed in person. A feature that could give site note templates would be great -by room etc, or customizable, -and could integrate into the client file would be amazing.

stacy nixon 5 days ago
💡 Feature Requests
app integration- df should talk to asana
We use ASANA workflow since we do design and realestate and podcast and would love for df to talk to asana so that we dont have duplicate communication or updating the asana projects.

Melissa Gierhahn 5 days ago
💡 Feature Requests
app integration- df should talk to asana
We use ASANA workflow since we do design and realestate and podcast and would love for df to talk to asana so that we dont have duplicate communication or updating the asana projects.

Melissa Gierhahn 5 days ago
💡 Feature Requests
Once a quote has been signed, it becomes completely locked. However, when I duplicate a signed quote, the status of the original quote is automatically changed to “Cancelled,” and I can no longer manually change it back to “Signed and Approved.” We use quote duplication as part of our process for reconciling the quoted amounts against actual costs. Because of this, having the original quote automatically marked as “Cancelled” is misleading and makes it difficult to accurately track the quote’s history and status. Would it be possible to change this behavior so that duplicating a signed quote does not automatically change the original quote’s status to “Cancelled”?

Josephine Gallagher 6 days ago
💡 Feature Requests
Once a quote has been signed, it becomes completely locked. However, when I duplicate a signed quote, the status of the original quote is automatically changed to “Cancelled,” and I can no longer manually change it back to “Signed and Approved.” We use quote duplication as part of our process for reconciling the quoted amounts against actual costs. Because of this, having the original quote automatically marked as “Cancelled” is misleading and makes it difficult to accurately track the quote’s history and status. Would it be possible to change this behavior so that duplicating a signed quote does not automatically change the original quote’s status to “Cancelled”?

Josephine Gallagher 6 days ago
💡 Feature Requests
I was wondering, while working with multi part items, if there is a way to display the primary item, along with the secondary items but still just give one grouped together price. I would like to be able to display for example a custom chair with the fabrics and/or custom pillows but only give one price.
Multi parts, one price?

Jodee March 6 days ago
💡 Feature Requests
I was wondering, while working with multi part items, if there is a way to display the primary item, along with the secondary items but still just give one grouped together price. I would like to be able to display for example a custom chair with the fabrics and/or custom pillows but only give one price.
Multi parts, one price?

Jodee March 6 days ago
💡 Feature Requests
Budget tracking for each project
It would be great to have budgeting progress for each project so we can put the overall fee, how much spent so far, how much remaining for both the service and furnishing so us and the client can keep track of budget.

Behin Forghanifar 7 days ago
💡 Feature Requests
Budget tracking for each project
It would be great to have budgeting progress for each project so we can put the overall fee, how much spent so far, how much remaining for both the service and furnishing so us and the client can keep track of budget.

Behin Forghanifar 7 days ago
💡 Feature Requests
Google Meet or Zoom in app
There’s a major opportunity to make DesignFiles the central hub for the entire design workflow. Integrations with Google Workspace, Zoom, and Teams could bring client emails, meeting transcripts, recordings, and project communications directly into each project. Beyond convenience, this would create the foundation for AI assistants and workflow bots to automate follow-ups, summarize meetings, surface action items, update project details, and handle repetitive administrative tasks. The result would be a smarter, more connected platform that keeps designers working inside DesignFiles instead of jumping between tools.

Michele Sapp 8 days ago
💡 Feature Requests
Google Meet or Zoom in app
There’s a major opportunity to make DesignFiles the central hub for the entire design workflow. Integrations with Google Workspace, Zoom, and Teams could bring client emails, meeting transcripts, recordings, and project communications directly into each project. Beyond convenience, this would create the foundation for AI assistants and workflow bots to automate follow-ups, summarize meetings, surface action items, update project details, and handle repetitive administrative tasks. The result would be a smarter, more connected platform that keeps designers working inside DesignFiles instead of jumping between tools.

Michele Sapp 8 days ago
💡 Feature Requests
The ability to create electrical plans is critical. It looks like many people have asked over the years - why has nothing been done. This seems like an easy add to just add the common electrical symbols?

Deb Cruz 8 days ago
💡 Feature Requests
The ability to create electrical plans is critical. It looks like many people have asked over the years - why has nothing been done. This seems like an easy add to just add the common electrical symbols?

Deb Cruz 8 days ago
💡 Feature Requests
QBO Syncing Error
We need to lock the past in QBO to prevent mistakes and we locked 2025 now and sycning started to fail. When we unlock and try it opens again but this issue needs to be fixed. All invoices that are failied to sync are 2026 dates and we have to to lock past dates eventually. this is a very very important bug to fix.

BURCU ERCETIN 8 days ago
🐞 Bug Reports
QBO Syncing Error
We need to lock the past in QBO to prevent mistakes and we locked 2025 now and sycning started to fail. When we unlock and try it opens again but this issue needs to be fixed. All invoices that are failied to sync are 2026 dates and we have to to lock past dates eventually. this is a very very important bug to fix.

BURCU ERCETIN 8 days ago
🐞 Bug Reports
Task
-export task List to excel or PDF -be able to share task list with clients -re order the sub task list -be able to create a Gantt chart from talk list with corresponding dates.

Alicia Nicholas 8 days ago
💡 Feature Requests
Task
-export task List to excel or PDF -be able to share task list with clients -re order the sub task list -be able to create a Gantt chart from talk list with corresponding dates.

Alicia Nicholas 8 days ago
💡 Feature Requests
Intern Team Member(s)
We would love to have a partial seat/team member position that our seasonal interns can use while they’re with us. Perhaps $10-15/month instead of the full $30 as they only need access to projects, products, and tasks tabs and not other features. That way they can learn to use DesignFiles software and we can utilize them in client projects on lower levels and see/supervise their progress.

Cierra Toland 9 days ago
💡 Feature Requests
Intern Team Member(s)
We would love to have a partial seat/team member position that our seasonal interns can use while they’re with us. Perhaps $10-15/month instead of the full $30 as they only need access to projects, products, and tasks tabs and not other features. That way they can learn to use DesignFiles software and we can utilize them in client projects on lower levels and see/supervise their progress.

Cierra Toland 9 days ago
💡 Feature Requests
Changing Text on Share Widget
I would like more options for personalizations on the share widget- the pre-set text does not align with our firm’s verbiage. Adding more options for personalization would allow me to tailor this better to our company.

Shine Interior Design Studio 12 days ago
💡 Feature Requests
Changing Text on Share Widget
I would like more options for personalizations on the share widget- the pre-set text does not align with our firm’s verbiage. Adding more options for personalization would allow me to tailor this better to our company.

Shine Interior Design Studio 12 days ago
💡 Feature Requests
Purchase Order CSV Report
We (desperately!) need a way to export a Purchase Order report in the same way we can export the invoice report. This is the ONLY way I have to keep an accurate A/P for our bookkeeper and I have to manually copy and paste it each week. It would also be great to have a line item in the financial summary showing a a total of all outstanding purchase orders. (in line with the amount of outstanding invoices) It’s one of the trickiest things to keep track of and we really need this feature!!! It would give us an at a glance true status of our business — a very crucial piece to managing our business.

Shine Interior Design Studio 12 days ago
💡 Feature Requests
Purchase Order CSV Report
We (desperately!) need a way to export a Purchase Order report in the same way we can export the invoice report. This is the ONLY way I have to keep an accurate A/P for our bookkeeper and I have to manually copy and paste it each week. It would also be great to have a line item in the financial summary showing a a total of all outstanding purchase orders. (in line with the amount of outstanding invoices) It’s one of the trickiest things to keep track of and we really need this feature!!! It would give us an at a glance true status of our business — a very crucial piece to managing our business.

Shine Interior Design Studio 12 days ago
💡 Feature Requests
Delete a group of Tasks at the Same Time.
It would be very helpful to be able to select multiple tasks at the same time and delete all at once. Currently, for me to clean up the past tasks, I have to select a task, press delete, click the yes in the are you sure pop up window and repeat. It’s not very efficient as is.

Xavier 13 days ago
💡 Feature Requests
Delete a group of Tasks at the Same Time.
It would be very helpful to be able to select multiple tasks at the same time and delete all at once. Currently, for me to clean up the past tasks, I have to select a task, press delete, click the yes in the are you sure pop up window and repeat. It’s not very efficient as is.

Xavier 13 days ago
💡 Feature Requests