Setting Markup Percentage
It would be a nice feature to have the ability to pre-set your Markup Percentage in your account settings…to have to constantly change the percentage from 0% to xx% on every line item is frustrating

Catherine Giuffre about 9 hours ago
💡 Feature Requests
Setting Markup Percentage
It would be a nice feature to have the ability to pre-set your Markup Percentage in your account settings…to have to constantly change the percentage from 0% to xx% on every line item is frustrating

Catherine Giuffre about 9 hours ago
💡 Feature Requests
Financial Reports
I would like to be able to run a report by a time frame for JUST services (design fees) or JUST furnishings markup revenue — or both. The way I purchase furnishings for a client is I collect their funds then purchase on their behalf, so I’d like to be able to easily see my total earnings on a job (or for the month/year) without seeing the total I collected in an invoice, if that makes sense. It would be GREAT if the financials side was a bit more robust so we could get away from using other software, especially since I don’t have any employees yet.

Melody Hansen 1 day ago
💡 Feature Requests
Financial Reports
I would like to be able to run a report by a time frame for JUST services (design fees) or JUST furnishings markup revenue — or both. The way I purchase furnishings for a client is I collect their funds then purchase on their behalf, so I’d like to be able to easily see my total earnings on a job (or for the month/year) without seeing the total I collected in an invoice, if that makes sense. It would be GREAT if the financials side was a bit more robust so we could get away from using other software, especially since I don’t have any employees yet.

Melody Hansen 1 day ago
💡 Feature Requests
We need a true FF&E Schedule
We love the DF Spec Sheets, but need a true FF&E Schedule for large projects where all selections can live in ONE place - simple with thumbnail, vendor, link, and what it is (sortable by room or item - plumbing, lighting, etc) that reads more like a landscape oriented excel spreadsheet. The individual spec sheets are great for more detail, but large builds want a concise easy to reference spreadsheet where EVERY decision for the whole job can live. To create this in the current spec sheet format would be a million pages.

Ryan Williams 1 day ago
💡 Feature Requests
We need a true FF&E Schedule
We love the DF Spec Sheets, but need a true FF&E Schedule for large projects where all selections can live in ONE place - simple with thumbnail, vendor, link, and what it is (sortable by room or item - plumbing, lighting, etc) that reads more like a landscape oriented excel spreadsheet. The individual spec sheets are great for more detail, but large builds want a concise easy to reference spreadsheet where EVERY decision for the whole job can live. To create this in the current spec sheet format would be a million pages.

Ryan Williams 1 day ago
💡 Feature Requests
Client Calendar
Would be very helpful if there were colors to pick from when adding an event or when a Task is pushed over to the Calendar. Currently only shows up as BLUE. Thanks

Catherine Giuffre 1 day ago
💡 Feature Requests
Client Calendar
Would be very helpful if there were colors to pick from when adding an event or when a Task is pushed over to the Calendar. Currently only shows up as BLUE. Thanks

Catherine Giuffre 1 day ago
💡 Feature Requests
email templates
it would be nice to have a place for email template and to be able to schedule emails ahead of time for clients. and have a separate spot for prospects vs clients.

Sheila Saadieh 1 day ago
💡 Feature Requests
email templates
it would be nice to have a place for email template and to be able to schedule emails ahead of time for clients. and have a separate spot for prospects vs clients.

Sheila Saadieh 1 day ago
💡 Feature Requests
Get rid of "start a new consultation" block for client page
Please allow us to get rid of the “start a new consultation” block on client project page. It is irrelevant and confusing for the way I work with folks, and it looks really tacky and dated. Allow us to curate and craft these portals for our clients in a way that actually reflects and serves our businesses. I see other old posts requesting this… seems like an easy one to knock off and it would make a BIG difference.

Gwen Williams 1 day ago
💡 Feature Requests
Get rid of "start a new consultation" block for client page
Please allow us to get rid of the “start a new consultation” block on client project page. It is irrelevant and confusing for the way I work with folks, and it looks really tacky and dated. Allow us to curate and craft these portals for our clients in a way that actually reflects and serves our businesses. I see other old posts requesting this… seems like an easy one to knock off and it would make a BIG difference.

Gwen Williams 1 day ago
💡 Feature Requests
Additional Shower Fixture Styles Needed for 3D/Elevations.
Elevations are great and I am loving creating them for my vendors, but we need many more shower fixture styles so that our vendors are getting more accurate documents. Items I believe are missing from products are: Linear drains Handheld shower wand on a fixed elbow holder (not the bar) Fixed shower head without a removable hose/handle Shower lever with built-in function for handheld shower activation Digital panel for digital controlled showers (example Kohler K-28214-SN) A bonus would be to add them in a polished nickel finish

Lindsay Edelen 1 day ago
💡 Feature Requests
Additional Shower Fixture Styles Needed for 3D/Elevations.
Elevations are great and I am loving creating them for my vendors, but we need many more shower fixture styles so that our vendors are getting more accurate documents. Items I believe are missing from products are: Linear drains Handheld shower wand on a fixed elbow holder (not the bar) Fixed shower head without a removable hose/handle Shower lever with built-in function for handheld shower activation Digital panel for digital controlled showers (example Kohler K-28214-SN) A bonus would be to add them in a polished nickel finish

Lindsay Edelen 1 day ago
💡 Feature Requests
Discovery Call
It looks like people have been asking for this for the past three years. I would like either an integration with Calendly or how about you just modify your packages to allow us to set up a discovery called package for $0.00 dollars and have it send the questionnaire at the same time.

Claudia Appel 4 days ago
💡 Feature Requests
Discovery Call
It looks like people have been asking for this for the past three years. I would like either an integration with Calendly or how about you just modify your packages to allow us to set up a discovery called package for $0.00 dollars and have it send the questionnaire at the same time.

Claudia Appel 4 days ago
💡 Feature Requests
Cabinetry Details
Loving the feature to be able to create cabinetry elevations - would love to see a feature to adjust the width of shaker cabinets stiles / rails

Kassidey Star 5 days ago
💡 Feature Requests
Cabinetry Details
Loving the feature to be able to create cabinetry elevations - would love to see a feature to adjust the width of shaker cabinets stiles / rails

Kassidey Star 5 days ago
💡 Feature Requests
Task Templates as Columns
I’d love to be able to use task templates to create new columns within tasks, rather than having them added to the one existing column. This would allow each phase of a project to have its own vertical rather than being added to the end of an existing list.

Jen Kolb 5 days ago
💡 Feature Requests
Task Templates as Columns
I’d love to be able to use task templates to create new columns within tasks, rather than having them added to the one existing column. This would allow each phase of a project to have its own vertical rather than being added to the end of an existing list.

Jen Kolb 5 days ago
💡 Feature Requests
Invoice Page
Hi I would love to request a feature on the invoice page. For the drop down of status, for submitted to be an option as well.

Shea Sager 6 days ago
💡 Feature Requests
Invoice Page
Hi I would love to request a feature on the invoice page. For the drop down of status, for submitted to be an option as well.

Shea Sager 6 days ago
💡 Feature Requests
Purchase Orders
I would love if there was a way to merge purchase orders together. We create invoices by room and then create POs. Often times we have the same vendor we use throughout the invoices, but it creates all separate POs. We have to manually add all the items under one PO, which is time consuming and causing room for forgetting an item. Would also love if the link could be added per item in the purchase orders. It would make ordering easier by going to the PO and then just hitting each items link to add it in your cart.

Logan Burkhardt 7 days ago
💡 Feature Requests
Purchase Orders
I would love if there was a way to merge purchase orders together. We create invoices by room and then create POs. Often times we have the same vendor we use throughout the invoices, but it creates all separate POs. We have to manually add all the items under one PO, which is time consuming and causing room for forgetting an item. Would also love if the link could be added per item in the purchase orders. It would make ordering easier by going to the PO and then just hitting each items link to add it in your cart.

Logan Burkhardt 7 days ago
💡 Feature Requests
Grouping Walls
Is there a way to "group" walls and everything inside? I'm working on a whole home reno and addition. I would like to share a couple of versions of this once I have styled the home. I would love to be able to 'grab' alllll of those walls and specs and move them at the same time 😂

Erin Golloher 7 days ago
💡 Feature Requests
Grouping Walls
Is there a way to "group" walls and everything inside? I'm working on a whole home reno and addition. I would like to share a couple of versions of this once I have styled the home. I would love to be able to 'grab' alllll of those walls and specs and move them at the same time 😂

Erin Golloher 7 days ago
💡 Feature Requests
Invoice Link without having to first send it through DesignFiles
I would love the option to copy the link to an invoice PRIOR to sending it to a client, so that on our branded emails (specifically our very first appointment reminder email sent outside of DesignFiles), we can attach the link so that they have a button embedded to pay directly without having to send them separately. Currently, you have to send the invoice through DesignFiles first (which often goes to our client’s spam/junk) and THEN you can copy the link to provide for them. If we could grab it once the invoice has been saved as a draft, it would super helpful!

Juli Brocato 9 days ago
💡 Feature Requests
Invoice Link without having to first send it through DesignFiles
I would love the option to copy the link to an invoice PRIOR to sending it to a client, so that on our branded emails (specifically our very first appointment reminder email sent outside of DesignFiles), we can attach the link so that they have a button embedded to pay directly without having to send them separately. Currently, you have to send the invoice through DesignFiles first (which often goes to our client’s spam/junk) and THEN you can copy the link to provide for them. If we could grab it once the invoice has been saved as a draft, it would super helpful!

Juli Brocato 9 days ago
💡 Feature Requests
Editing a product image
It would be great if we can edit the image associated with a product in a quote/invoice/etc. Right now the only way to do that is to re-clip the product with a different image.

Alissa Maartens 12 days ago
💡 Feature Requests
Editing a product image
It would be great if we can edit the image associated with a product in a quote/invoice/etc. Right now the only way to do that is to re-clip the product with a different image.

Alissa Maartens 12 days ago
💡 Feature Requests
Spec Template
I would love it if when I adjust my settings for specs and and I move the different categories around (ie, drag the dimensions category to the second in the list), that it would reflect that when I download an excel file.

Anne Swanson 14 days ago
💡 Feature Requests
Spec Template
I would love it if when I adjust my settings for specs and and I move the different categories around (ie, drag the dimensions category to the second in the list), that it would reflect that when I download an excel file.

Anne Swanson 14 days ago
💡 Feature Requests