Request A Feature

Please have an option in the invoice email section, to include the SoA, automatically, before sending the email. The downloading and file attachment works well, IF and WHEN you are working on a computer. It is nasty to do that on the mobile. Also, please empower your LIVE Agents to provide feature feedback to you, so we do not need to explain our problems and suggest solutions again. It will save us time and a lot of repeated typing. Once to them, and another time on this form.

we need a feature in edit mode which shows the row number, as it is very difficult to locate the line that needs an edit.

YOUR DATE CALENDER IS TOO POOR SELECTING BAK AND FUTURE DATES AND YEAR.PLEASE CHANGE IT

We want when the sales rep created a sales order, it should displayed as "created" (currently available) but when we convert to invoice, it should display as status- Invoiced or something like that. or make a process of creating new status by own

Currently - we need to be able to set the end date for recurring invoices. For projects that have a fixed timeline, we need to be able to set an end date while configuring the recurring invoice at the start.

Need to be able to filter leads created from Indiamart and Trade India by the Products they've enquired for, date created etc.

Need the ability to save sets of terms and conditions that can be applied to our documents based on different product categories, as well as for import and export documents. This feature would allow us to: Create and save multiple sets of terms and conditions tailored to specific product categories. Easily select and apply the relevant set of terms and conditions when creating or editing documents.

We are a digital marketing agency. We need to send leads created through CRM to a Google sheet so that we can run workflow automation tasks through Zapier.

Along with quotations, should be able to create Proposals on Refrens. Have to go to other software to create proposals currently.

Custom field data added to a lead created manually or via forms should automatically be imported into the Client details