I'm sure I'm not alone in this. The date I created a project or task really doesn't matter to me in the long run. The start date of the project is what's important. And yet right now tasks can't be calculated off start dates, start date isn't a sortable column in the task list, etc. It's inconvenient, to say the least, and doesn't really reflect how I (and most) freelancers work.
I'm sure a lot of us quote for projects after we see the parameters--it's not just one size fits all for our services. Having to put a price in the work request items is probably going to confuse some people because it will just be $0. Additionally, it would be nice to be able to edit work request items when rates change as opposed to have to make a new item.
It would be great if you could customize menus by circle. Have an new-client circle, for instance, that only shows a very basic level of navigation. Then once they complete a particular flow, it moves them to full client status and the full menu opens up for them. And yes, I realize that you can create an onboarding flow, but requiring someone to fill out a CRM update form and sign a contract when you're still at the estimate / quote stage doesn't really work for a lot of businesses.
So, right now if you use the FLOW step of esign document, what gets saved as the FLOW data is just the signature image. There's no record of what was actually signed. This is useless. The client has no record of what was signed off on. I have no record of what was signed off on. Just some nebulous thing was signed.Additionally, it would be nice to have that document get saved to the client profile so it's centrally available and we don't have to dig around trying to find the client's contracts and stuff.