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Product feedback guidelines: Keeping a pulse on our product
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0
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70
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October 7, 2024
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Saving Invoices as Drafts
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3
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15
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June 9, 2026
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Request: KBA signature option in contracts app
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1
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8
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May 28, 2026
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Modifications in the Tasks App
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6
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68
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May 26, 2026
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Enter key should = line break not post message
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1
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20
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May 14, 2026
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CRM filters and/or archive capabilities
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5
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62
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April 30, 2026
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Updated Forms. Address Fields & Conditional Logic
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1
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27
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April 24, 2026
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Customize CRM App Tabs for Internal Users
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5
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22
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April 17, 2026
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Feature Request: Ability to remove old 'prices' on invoices
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3
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22
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April 8, 2026
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Feature Request: Saving Forms before submitting
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1
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18
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March 30, 2026
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Grouping apps in the side panel
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23
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335
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March 20, 2026
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We're looking for Feedback on the Client Home 2.0
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16
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212
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March 20, 2026
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Time-Based Automations?
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4
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48
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March 20, 2026
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Add attachments in messages to documents area
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0
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7
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March 19, 2026
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Mobile App - Is there a workaround?
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9
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213
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March 12, 2026
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Templates in the messages
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1
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17
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March 9, 2026
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Adding media and formatting to forms
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1
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22
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March 9, 2026
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Mark message as "private"
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2
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33
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March 5, 2026
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Feature Request: Automated Client Folder Templates Based on Service Types
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1
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27
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March 3, 2026
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Enhancement Request : Message Center : Templates
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8
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107
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March 3, 2026
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Create Dedicated Contract within each client account
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3
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48
|
March 2, 2026
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Feedback on Tasks
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18
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261
|
February 25, 2026
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Feature Request: Billing visibility (app visibility overall)
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8
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82
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February 20, 2026
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Difficult to navigate
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1
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29
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February 20, 2026
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New Line in Messages
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1
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18
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February 17, 2026
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Card Storage Request
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1
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27
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January 14, 2026
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Start Recurring Date on First Payment - Subscriptions
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1
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20
|
January 12, 2026
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Message Formatting & Read Times
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2
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39
|
January 12, 2026
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Text Integration
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2
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33
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January 8, 2026
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When opening Messages
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1
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24
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January 8, 2026
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