Product Roadmap
See what’s planned, what we’re working on, and what’s already been completed. Vote or comment to help us prioritize the updates that matter most to your workflow.
Planned
4Committed and queued
Combine Quotes into a Final Invoice
I often create quotes for multi-room projects per room, and then would like to combine them all into one invoice for my client's final payment.
Shipping as % of Purchase Cost
Good Day! It would be great to be able to calculate shipping at a percent % of the subtotal of items. And the same way you can select all items to Tax, you could select all items to calculate the % of shipping cost and have the total shipping appear at the bottom of the invoice the same way tax does. Thanks for you consideration of this request. Destini
Payment Installments for Invoices
Allow charging installments on invoices. Currently you can charge a deposit and the remainder, and have to create a retainer to manually apply if you want to break the payments up for your client
Autosave for Quotes, Invoices, POs, Spec Sheets, etc.
In Progress
2Actively being built
Completed
203Recently shipped
Elevation Drawings
Ability to do elevation drawings.
Order Tracker > Create a client view to allow them to keep track of orders
Hi, it would be really helpful to be able to share the tracker with clients. In the same way you can toggle on and off what you share with clients on the quotes and such, or if it can be downloaded into a pdf at least to share. This way I can share purchased items with clients.
Spec Sheets > Allow for adding paint color swatches to the spec sheets
I need to provide paint contractors specifications too! I discovered that only non-paint products are included in the spec sheets and paint colors from the PAINT LIBRARY are NOT included. A workaround is to manually add paint colors to MY LIBRARY, however, this is time-consuming. Please consider adding PAINT LIBRARY colors to the spec sheets.
Project Folders (Design Board Grouping)
It would be very nice if we could put our designs into separate folders so that we could organize our projects better and would not have to scroll through many, many boards to find the one we're looking for. It would also be nice if we could save other items within folders, such as photos or architectural plans, spec sheets, etc. and not just the designs.
Moodboard > Create design element library for housing all non-product images
theres no way of uploading items needed for your moodboards ie lines, logos etc without it them being uploaded as products. this needs to change other thing is that we want to be able to put these files that will be resued in a folder so the product list isnt long. it takes for ever to look for them.
Order Tracker > Add Products to Tracker from Quote/Invoice/Design Board (not just POs)
Auto-Send a Thank You for Payment
It would be helpful/polite for clients to receive an automatic Thank You when they pay an invoice/retainer. Thanks!
Calendar > Add a calendar system to keep track of orders / installs / deadlines / etc
Questionnaire > Allow for multiple questionnaires in a project
Client Signatures on Quotes
Instead of only having an "approve quote" box to select, legally we really need a signature field that shows that the client agrees to the proposed items. They can easily argue that they didn't click the "approve" button and without a signature, the approval doesn't hold much weight. Thanks!