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Product feedback guidelines: Keeping a pulse on our product
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0
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85
|
October 7, 2024
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Reverting payments from Paid back to Open on an Invoice
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1
|
24
|
September 16, 2026
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We're looking for Feedback on the Client Home 2.0
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17
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327
|
September 9, 2026
|
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Multiple Recipients for a Single Invoice
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3
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67
|
August 27, 2026
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Feature Request - attach documents when task is being created
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0
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33
|
August 1, 2026
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Scoping Form visibility, End User roles, and portals in the B2B context
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0
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40
|
July 24, 2026
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Feature Requests - Tasks, individual and bulk
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0
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35
|
July 23, 2026
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Feature Requests - client notifications & reminders
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0
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36
|
July 23, 2026
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Saving Invoices as Drafts
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3
|
76
|
June 9, 2026
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Request: KBA signature option in contracts app
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1
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43
|
May 28, 2026
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Modifications in the Tasks App
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6
|
114
|
May 26, 2026
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Enter key should = line break not post message
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1
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40
|
May 14, 2026
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CRM filters and/or archive capabilities
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5
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87
|
April 30, 2026
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Updated Forms. Address Fields & Conditional Logic
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|
1
|
49
|
April 24, 2026
|
|
Customize CRM App Tabs for Internal Users
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|
5
|
55
|
April 17, 2026
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Feature Request: Ability to remove old 'prices' on invoices
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3
|
46
|
April 8, 2026
|
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Feature Request: Saving Forms before submitting
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|
1
|
37
|
March 30, 2026
|
|
Grouping apps in the side panel
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|
23
|
431
|
March 20, 2026
|
|
Time-Based Automations?
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|
4
|
74
|
March 20, 2026
|
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Add attachments in messages to documents area
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|
0
|
19
|
March 19, 2026
|
|
Mobile App - Is there a workaround?
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|
9
|
281
|
March 12, 2026
|
|
Templates in the messages
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|
1
|
31
|
March 9, 2026
|
|
Adding media and formatting to forms
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|
1
|
40
|
March 9, 2026
|
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Mark message as "private"
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|
2
|
54
|
March 5, 2026
|
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Feature Request: Automated Client Folder Templates Based on Service Types
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|
1
|
45
|
March 3, 2026
|
|
Enhancement Request : Message Center : Templates
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|
8
|
151
|
March 3, 2026
|
|
Create Dedicated Contract within each client account
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|
3
|
75
|
March 2, 2026
|
|
Feedback on Tasks
|
|
18
|
340
|
February 25, 2026
|
|
Feature Request: Billing visibility (app visibility overall)
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|
8
|
119
|
February 20, 2026
|
|
Difficult to navigate
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|
1
|
48
|
February 20, 2026
|