Feature Requests

I'd love the ability to edit quote/job attachment description without having to delete the attachment and re-attach. I find that I sometimes need/want to change the description to be more clear or helpful, but I have to delete it to do so..

It would be great for partners to have the flexibility to disable the pop video on proposals at the company or individual proposal level.

Partner is wanting the ability to add additional rows to price grids in proposals so they can have, as an example, additional run charges for multi-location printing, Shipping In Cost, Ammortized In Setup Charges.

Partner would like to have an additional column added to the pricing grid for proposal products that adds up all costs and then display the total cost for Cost/Facilis Cost and Run Charge Cost.

Having the ability to set a default email in the partner profile that would show in the Send As dropdown that can be selected for sending POs would allow partners to utilize a shared email for sending POs. This would help avoid delays if a CSR Team member is OOO and a Supplier responds to an email sent from them.

Give Sales people ability to set multiple follow ups at the client level.

When working with businesses with multiple contacts often people bounce around within roles as well as move on from the company. It can be difficult to figure out who ordered what and even more challenging when someone leaves a company and is replaced by someone who is already in the system. It would be great to be able to merge accounts especially when trying to research order history.

Instead of going all the way through the decoration wizard for every item on an order we should be able to copy or duplicate the decoration details for multiple items on the sales order.

https://www.loom.com/share/7bff77016a104d7aa72c45c7f3a4e990?sid=c31bcfd6-9e15-4053-a6dc-b33ea51762a7 Partner feedback above!