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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...
Adding a spot for a URL code to link you to a webpage for additional project info.
Can we please have the ability to allow clients to sign more than one signature line? Oftentimes, we will offer optional...
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...
When I open email links within the CRM, the website navigates to that web address in the same internet explorer tab. Is there...
We would like to be able to create a Scheduled Report using a List we created under Projects. I have created a Table Chart...
Can we add a feature that allows us to input billing projections based on a rough project duration where the total bid number...
develop a chart show active projects color coded by type of work. This could be helpful in identifying holes in upcoming backlog.
Would it be possible to add another option to the project tab in the required fields? Currently we have four options: new...
Would be great to be able to categorize or Group Emails into meaningful categories (ITB, RFI, Proposal Deliveries, Followups,...
