• 2
    Proposal Optional Items
    2 weeks agoopen0
    Add items to proposals that are optional and/or required. By selecting these addons items it will change the invoice amount. It would also be a plus if you can add subscription items as an upsell.
  • 1
    Recurring Tasks on Calendar
    4 weeks agoopen0
    Currently when creating a recurring task, it only appears on the calendar on the last day the task is due. For example, if I have a recurring task for weekly updates every Monday over the next 5 weeks, it only displays on the calendar on the 5th week, not every Monday.It needs to appear on each day the task should recur so that the team member assigned can see it on their weekly calendar.
  • 1
    Weekly Team Meetings
    4 weeks agoopen0
    We need to be able to set appointments with the team that recur weekly/monthly like meetings, performance reviews or mental health check ins with staff.Currently we can only add appointments with clients. And if we create meetings as tasks, we can't make them appear on the calendar weekly or assign to multiple team members.
  • 1
    View online link for emails
    4 weeks agoopen0
    Allow contacts to view emails in their browser
  • 2
    Unsubscribe link in emails
    4 weeks agoopen0
    Ability to add an unsubscribe link to emails so that contacts can remove themselves from marketing lists by clicking a link within an email
  • 1
    Export/Import Project Templates & More
    4 weeks agoopen0
    I've been working for a while on some project templates and started to apply them to different clients and now I want to have the same templates in another account and there is no Export/import functionality!!!The only thing we can export are the contact in CRM.We need more options, don't you agree?
  • 1
    Sales pipeline from one dashboard with filter views
    4 weeks agoopen0
    Suitdesh going to provide quote/proposal, offer, deals and contract, it will be amazing if we get Sales Pipeline view for all proposal and deals till contact, Easy and clear sales funnels allow you to control your sales pipeline from one responsive field with board, calendar, and conversion views. With the help of different views and filter tools, you can precisely analyze your progress and determine your next best step for success.
  • 1
    Add Contracts to Onboarding Flow
    4 weeks agoopen0
    The E-Sign that is currently available in the Onboarding Flow does not contain an electronic record and does not allow for a countersign. It would be great to be able to start the Onboarding Flow with a legit contract with an electronic record and countersign.And additionally, I'm not sure if this is currently possible, but being able to direct that completed contract (and forms from that Flow) to the client files instead of having to retrieve them from Flow submissions.
  • 1
    Add item SKU number
    4 weeks agoopen0
    To help with a more seamless integration with invoicing from SuiteDash into Quickbooks, adding a SKU field to the items would be immensely helpful when invoicing for inventoried items.
  • 1
    Integration with SocketLabs
    4 weeks agoopen0
    Another Appsumo deal and an enterprise-level email service. Alternative to Sendgrind.