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Show # of docs in resource folder

Open

It would be helpful if when viewing the resource folders there was an identifier showing how many documents are in each folder,...

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Tracking Subcontractor or Vendor Bid

Open

I'd love to be able to mark if a vendor also won a bid. For example, we have a wallcovering project; as the Painter we won...

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Forms Generator

Open

Having the ability to upload templates and generate them from a project with data being autofilled (similar in function to the...

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Batch Download Documents

Open

There needs to be an option to download ALL documents attached to a bid. We use FU to host our documents for proposals, when it...

0

Adding a Spot for URL code

Open

Adding a spot for a URL code to link you to a webpage for additional project info.

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Proposals: Multiple Signature Lines

Open

Can we please have the ability to allow clients to sign more than one signature line? Oftentimes, we will offer optional...

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Prepopulate CC Field when sending proposals

Open

When sending a proposal to a client, I have to manually type in each full email address I want to cc. It would be helpful if...

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Open links in New Tab

Open

When I open email links within the CRM, the website navigates to that web address in the same internet explorer tab. Is there...

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Scheduled Report from Project List

Open

We would like to be able to create a Scheduled Report using a List we created under Projects. I have created a Table Chart...

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Cost projections

Open

Can we add a feature that allows us to input billing projections based on a rough project duration where the total bid number...

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