Bring back the horizontal scroll bar in quotes, rfqs, etc.

I need to be able to edit my quotes, rfq’s, spec sheets, etc. when I’m making them. There are no options to edit or add columns anymore when this was a feature in the past that I used all of the time. I want to be able to produce a document to send to my receiver that has all accurate live information. I need to be able to edit it. There isn’t even a live notes section anymore. The notes section that is included just the blanket info that I clipped. The system is just taking the clipped info from the boards and I need to be able to change them. Can anyone tell me why was the feature removed?

Vendor Selection when creating a PO from the invoice

When you create POs from the invoice and for some reason there is no vendor associated with the line item or you decide you want to order it from a different vendor, there is no way to change the vendor once selected before the PO is actually created. So if you accidentally select the wrong one you cna’t change it until the PO is actually created. So it would be great if we could reselect the vendor prior to hitting the create POs button when creating POs from an invoice. It’s proably the same for creating them from Quotes

attach design boards to quote

While it’s nice that I can add an attachment to a quote, it’s kind of silly for me to have to download then upload an image of a DF design board as this attachment… can I please just attach a design board (or a link to a design board) to a quote?? Thank you!

New sidebar at the right side of the design boards.

Can you add a way to minimize the new sidebar at the right side, similar to the way we can minimize the one at the left?

Financials Page

I don’t think you should add any “drafts” to the Service Revenue or Mark up Revenue until it is a paid order. The only way for us to see how much money we are actually making is to do the math and subtract any unpaid invoices. Unless I am missing something. I invoice clients for entire rooms and then they sometimes wait months to purchase.

Contractor/Architect portal access.

I would love a place I can upload all of my documents to an area where contractors and architects can see. Even if it is adding another attachment section for just those folks would be great. Thank you!

APP!

Are there any plans for an app? Opening the website on my phone is such a headache even with a shortcut it is constantly reloading.

The old product picker was better

I don’t like the new product picker- it takes more time with the AI feature and doesn’t choose the photos I want. It’s also super sensitive- as soon as you move the mouse away it takes the info just entered away.

Updating Order Tracker Page

I love the order tracker page - and for behind the scenes it’s great. But I’d really love a lot more control of the Client View. I’d like to organize and group things for them, and I’d like to rename items and remove items from their view. I’d really just love a lot more customization for what my client sees and how they see it. It would even be nice to show the them some differences between at the receiver/delivered vs installed. Thank you!

ATTACHMENT FEATURE

It would be very helpful if I could rename an attachment

Object Grouping

It would be so helpful to be able to group items in my 3D drawings to move and/or adjust them. Example, I built a model of a bookcase entertainment center. I would like to move one of the towers over, but I can’t because the features don’t move as a unit. I have to move it shelf by shelf or redraw it. Similarily, I have a 3d shape standing in for a bubble hockey game in a basement but to move it around I have to move each component independently.

Round up/down totals in quotes and invoices.

Is it possible to round the total amount to the nearest cent on a quotation / invoice - eg. if the item is €28.45 before vat and I add VAT it becomes €34.99 is it possible to round this to €35.00

No ALERT for Project Discussions

What happened to the red alert count that showed us when a client comments. It is better to see this in the top corner when I log in so I know if I missed any communication

Item Notes

When making PO’s, products have item notes. But the physical items do not have item notes when you clip them, or edit them. Specifications do not carry over from Project Notes, or General Project Notes, which is where we put all specification items (so clients can’t see them). Please add an Item Notes line for all products via clipper, so things don’t get missed when ordering.

Stripe won't connect

I created and connected my stripe account on October 20 for Simone Collins Interiors. I go to create an invoice today and saw that I didn’t have ACH enabled. So I followed your docs and enabled it on Stripe and then went to disconnect and reconnect my Stripe account. And now I keep getting an error msg that says “Something went wrong. Please try again.” Stripe has confirmed that there’s nothing wrong with my account and it’s enabled to accept the payments I want. The issue seems to be on the DesignFiles end. Now I don’t have access to the invoicing capability that was the whole reason I selected you guys from the competitors. I’m pretty disappointed. Please fix asap!

Invoicing and Purchase Orders

Hello, I wanted to give some feedback regarding invoices and POs When viewing an invoice, it would be helpful to see the POs that are attached to each item in the invoice I can currently see the PO through the linked documents, but that’s an extra click to figure out the linked POs When viewing a PO, it would be helpful to be able to see which invoice the PO came from The order tracker is overwhelming, since i have to keep scrolling to the right to enter additional data points. The client view does make it easier to mark as delivered. My feature request would be the ability to export it all as a spreadsheet and then be able to import it back into design files. Thanks!

AUTONUMBER ALL BOARDS IN SEQUENCE

Currently the boards do not autonumber. This is a serious issue when trying to access board to create a quote. The number of the board that is active is different than the sequencing number in another file. The request is that all boards are auto-sequenced so you can always rely on the number of the board w/out having to: -Manually name or re-number the board. This will reduce errors, allows for teams to work and reference boards with greater efficiency and improve the overall task management.

I find it incredibly frustrating that every month I have to export my invoices from DesignFiles into Photoshop just to adjust the spacing between line items and make everything fit neatly onto a single-page PDF. Otherwise, I end up with multiple pages of invoices that could easily fit on one page with better formatting options. I wish there were more flexibility to customize the invoice layout, such as reducing the spacing between line items, adjusting font sizes, and choosing which details to display. For example, I don't always need to show separate tax and shipping fields, and I'd love the option to hide those when they're not relevant. Another feature I'd really appreciate is the ability to add my Zelle or Venmo QR code to the bottom of an invoice to make payments easier for clients. As an interior designer, presentation and aesthetics are a huge part of my business. I wish the invoice customization tools were more designer-friendly, like Canva, so I could easily adjust the layout, spacing, and overall appearance without needing another program. I spend so much unnecessary time every month editing invoices in Photoshop just to make them look professional and consistent with my brand. For a platform specifically geared toward interior designers, I feel this should be much easier and more customizable. I'd love to see DesignFiles prioritize more flexible, design-focused invoicing tools. It would save me a tremendous amount of time and make the platform much more valuable to my business.

Team Member Hours Report

We would love a report that we can run that shows how many hours each team member has logged for each client and cumulative for a specific time period.

client view of attachments

We had a huge blunder today when an attachment w/ vendor pricing was uploaded immediately to the client view. I checked right away and moved it to hidden from client, but they had already received the link and saw the pricing. I am sure I did not see the option for client/hidden at the time of uploading the attachment. This will cost us around 10K. Is there a way to change the setting to have the attachments automatically be hidden and then we indicate it be shared with the client? It seems reversed to me.