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.

Unable to Preview all slides when projects have folders

We usually do whole home furnishing and renovations. We end up with tons of slides. The folder idea is very helpful until we want to present to our clients. It only shows the slides not in folders. Can you work on a way to present all slides at once? Going back in and of of the preview is not very professional looking in our presentation mode. Hope you can help.

Reverse Markup when clipping product

The markup button should also offer a “reverse markup” for when we are clipping items from Retailers, so we can figure 20% less than retail, for instance. Right now the AI clipper clips the retail price, but we often get 20% or 15% or 30% from that price. So when we clip the product now, we must get out our home calculator and try to figure out our trade discount in order to load the product correctly. Would love to have a quick way to start with the retail price and quickly calculate our unit price.

Invoice Import to Automatically Create a PO for Order Tracking

Feature Request: Import Vendor Invoices to Automatically Create Purchase Orders We frequently invoice clients for “various décor pieces,” with approval for an overall décor budget rather than each individual item. This is especially common with shelf styling, where we purchase smaller pieces directly from vendor websites as we find items that fit the design, without first adding every item to a design board. It would be incredibly helpful to upload a vendor invoice or order confirmation after placing an order and have DesignFiles automatically create a purchase order with separate line items for each product, including item names, quantities, pricing, and any available product details, for order tracking. Currently, I have to either find each product again and add it to a décor board or manually enter each item and its details into a PO. Both options require significant duplicate work after the purchase is already complete. An invoice-to-PO import feature would save us substantial time and make it much easier to track purchases made outside the design-board workflow. This would be a game changer for projects with multiple décor purchases.

Quickbook sync

We need to be able to pick a date when designfiles and quickbooks sync is disconnected to resync it - the issue is that when you resync the programs, designfiles just a large dumb into quickbooks and cause duplicate transactions and create a mess in QuickBooks - If we have to resync we should be able to pick a date for the resync to avoid these backend problems

Multiple Designer Signatures on Contracts

We have two designers on our team and we need to have both of their signatures on our client contracts. How can we add additional team members to the contract? Not clients - but designers.

Sidebars- side anything

Please make all the sidebars and new side displays an option people can toggle on or off. I need my boards in one big screen, not pushed to the left side of my screen. All these constant changes are making us want to switch software; its extremely disruptive to people who are actually using your program all day long.

purchase orders

It would be so helpful if you could write separate purchase orders like you can with the invoices, so they don’t have to be attached to a project. Sometimes I don’t need to create an entire project and just need to write some purchase orders.

Curved cabinet, countertops for kitchen island

It would be great to have a feature or a way to make cabinets curved or rounded in 3D designs.

I keep getting this

Select/Select All Button to Duplicate Boards

Add a select/select all button to duplicate or move multiple design boards at once instead of individually duplicating each board one by one.

3D Rendering

It would be amazing if we could get higher quality/more realistic 3D renderings that we can share with our clients! Preferably something that doesn’t depend on AI. As of now the rendering and AI features aren’t quite hitting the mark when clients want to see the space and spaces more in depth. When I utilize the render feature, flooring comes out even more grainy than it does in the 3D floor plan.