Refrens
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Roadmap

Under Review

Saving Sets of Terms and Conditions for Different Product Categories and Documents
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Clicking PI's breadcrumb leads to Invoices
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why are customers being sent emails even after payment is completed ??
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CLIENT CUSTOM FIELDS
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NEED MULTIPLE QUOTE IN SAME LEAD
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Client/Vendor Logo Missing
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Add Currency details on Client profile
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Question about date format on quotes and invoices
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Delivery Challans like Service Report
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TDS in case of payment through UPI
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Streamlining Multiple Quotation Design Customization: A Painting Service Provider's Awaited Feature on Refrens
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Partial conversion of Sales Order into invoices
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DD/MM/YY date format
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Product Dispatch/Ordered Tracking
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User Role for Bank Details
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Align right to all number type format
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please add the number format in the Business Settings --> General Settings.
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Bulk Performa invoice to Invoice Conversion
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Client Industry
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Invoice Templates for Terms and COndition
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INVENTORY MANAGEMENT
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Apply credits of a credit note in an invoice
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Customized template
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Word based search
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AUTOFILL
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Planned

Client, Vendor profile is not tagged properly
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BANK Account Entries without Entity NAME!
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merging of client name
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Show Quotation and Invoice Titles on the Dashboard Page
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Invoice sequence number
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Create customised reports
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Malaysia E-Invoicing Integration
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Bulk Mail For Different Groups
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Multiple Quotation Formats
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Manage Vendor Payouts in 1-click
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INVOICE OVERDUE FEE
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AUTO SAVE
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Ability to see per client total revenue, expense and income
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Import custom fields from leads into the Client
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Expandable Editor
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mail status
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Zapier Integration
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Quick Preview and Edit Leads
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Address Invoices to a Person within a company
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Default Invoice Due Date
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Feature to book depreciation
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Search Bar
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INVOICE FREEZE OPTION
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Dashboard to see all time and this months financial details
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Ability to create proposals on Refrens.
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In Progress

Issue adding a new service
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Clicking the back button in the mobile application exits the app instead of navigating back to the previous page.
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Record Advance paid to my vendors
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Due date removal problem
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CRM intergration with TradeIndia
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Record and track Batch-wise products in Inventory
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Customised WhatsApp Campaigns
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Warehouses: Multiple shipping addresses
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Need Payment receipt for vendor and supplier like (payment receipt for client )
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Bring our own custom designs for Quotations / Invoice
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Is there no option to filter LEADS , CLIENTS or INVOICES based on CITY/Region?
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Payment reconciliation
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title alignment in Quotation & DC
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Same Client Different Point of Contact
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Amount Due and Quotation Amount are empty
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Better naming of downloaded PDF files
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Record Investments, Assets & Liabilities
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Better Dashboard
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Show who visited the profile
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Create Salesman wise report
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