I’d like to be able to share the calendar with my clients

zoe grant 2 days ago

💡 Feature Requests

I need away to display the total project budget in one place within the design files? It would be helpful to have a project-level budget summary that automatically tallies the budgets from each room. Currently, I have to open each room and manually add the amounts together to see the total project budget. Having the total budget displayed in the design boards would make it much easier to track the overall project budget at a glance.

Sharlene Yaqui 2 days ago

💡 Feature Requests

It would be great to have the ability to upload custom fonts into DesignFiles. Many designers use specific brand fonts for client presentations, mood boards, and other materials, so being able to upload and use our own font files would help keep everything consistent with our branding and presentation style

Amanda Neubecker 2 days ago

💡 Feature Requests

We love this new fluid and simplified view for PO’s and invoices. It works great especially for smaller viewports. However, during the procurement times, having the links and details fully visible was making our life a lot easier. Our procurement team is using larger screens and seeing all the details including “go to websites” was very helpful. Maybe you can have an option to switch between “Simplified” and “Old” views. you are amazing! thank you!

BURCU ERCETIN 3 days ago

💡 Feature Requests

It would be great to tag clients like you can projects so you know what they’ve done in the past if the history isn’t available in DesignFiles or put codes on different clients like #VIP #Code8 or #86

Jenna Busch 3 days ago

💡 Feature Requests

When we create a quote, we find it helpful to grab the link URL that used to be right under the product photo so that if the client needs more information or photos other than what we are showing on the quote, then they can see it directly from the manufacturer’s website. It seems with this new update, that has dropped off? I think it’s very NEEDED especially on custom orders so they can see different versions of the piece and there are no surprises. Please bring this back or make the imagery click to the directly to vendor’s website and we can skip this step where we are putting in the “Link for Product” in the description section.

Danielle Murray 3 days ago

2

💡 Feature Requests

Our team has diligently added products to our library with categories that we set up. The categories are crucial for our Builders and General Contractors as we set them up to correlate with most project software like Buildertrend, Co-Construct, etc. It would be SUPER helpful if when you go to export a projects products, if the spreadsheet could INCLUDE the category associated with the product. That way we could sort the excel sheet by this column to customize the deliverable needed for the builder or project manager. Thank you for considering this added feature. 🤩

office@homesbysweetbay.com 3 days ago

💡 Feature Requests

Feature request for the financial overview: Currently, the system calculates profit margins based entirely on the original client invoice and vendor cost. However, if a vendor adjusts their price later and we update the Purchase Order (PO), the financial overview does not update. To fix this, we have to manually alter the client's invoice, which isn't ideal since the client has already approved it. Could the system instead pull the actual vendor cost directly from the updated PO? This would give us a much more accurate 'revenue markup' and profit reflection without forcing us to alter approved client documents.

Danielle Murray 3 days ago

💡 Feature Requests

I just wanted to share that the newer way of commenting tends to be very confusing for clients. It just does not seem as user friendly as it was before I find that may clients miss comments and/or their comments are grouped under the wrong product boards. Just wanted to mention

Christie Hines 4 days ago

💡 Feature Requests

For items that arent shown or broken out on the invoice to make sure the cost is deducted on the invoice reporting.

Randy Hillam 4 days ago

💡 Feature Requests

New version of quotes and invoices is awful!!! the drop down expand and collapse is horrible!!!!!!!!

Chelsea 4 days ago

2

💡 Feature Requests

Option to add a custom status like Back Ordered, Special Order, On approval, etc.. in the same drop down as “Ordered, Installed, Invoiced, Returned, etc.)

Geraldine Boyer 4 days ago

💡 Feature Requests

The invoice payments report does not show if multiple payments are made on an invoice. It would be great to be able to see all payments received on invoices, retainers and quotes.

Business Navigators 4 days ago

💡 Feature Requests

Please go back to where invoice/timetracker does not have drop down on each individual line item for info and service type. This is absolutely horrible and time consuming. Not useful at all and makes finding the information difficult. Abysmal idea!! 😡

Lyrd Interiors 4 days ago

💡 Feature Requests

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 5 days ago

💡 Feature Requests

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 5 days ago

💡 Feature Requests

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 5 days ago

💡 Feature Requests

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 5 days ago

💡 Feature Requests

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 5 days ago

💡 Feature Requests

We should be able to toggle on ALL stripe fees pushed to clients rather than manually & only on invoices

Amanda "Birdy" Pierce 6 days ago

💡 Feature Requests