# Product Feedback

**URL:** https://community.assembly.com/c/product-feedback/10.md?page=1

[Latest](https://community.assembly.com/latest.md) · [Categories](https://community.assembly.com/categories.md) · [Tags](https://community.assembly.com/tags.md)

**Page:** 2

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## [Difficult to navigate](https://community.assembly.com/t/difficult-to-navigate/595)

<div class="topic-metadata">

**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\
**Replies:** 1\
**Last updated:** [February 20, 2026, 4:40pm UTC](https://community.assembly.com/t/difficult-to-navigate/595 "2026-02-20T16:40:09Z")

</div>

One of the things Im noticing as we add clients is that it can be pretty difficult to navigate at times. While I love the simplicity of Assembly there is a lack of “connectedness” between the different areas. One of th…

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## [New Line in Messages](https://community.assembly.com/t/new-line-in-messages/590)

<div class="topic-metadata">

**Author:** [@Justin\_Benoit](https://community.assembly.com/u/Justin_Benoit)\
**Replies:** 1\
**Last updated:** [February 17, 2026, 8:04pm UTC](https://community.assembly.com/t/new-line-in-messages/590 "2026-02-17T20:04:37Z")

</div>

Hitting Enter in messages automatically sends the message. You have to hit Shift+Enter to change to a new line. I would love the option to change hitting Enter as being the new line and have to hit the send button. I sen…

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## [Card Storage Request](https://community.assembly.com/t/card-storage-request/575)

<div class="topic-metadata">

**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\
**Replies:** 1\
**Last updated:** [January 14, 2026, 5:52pm UTC](https://community.assembly.com/t/card-storage-request/575 "2026-01-14T17:52:46Z")

</div>

I know that the subscriptions will store the card, but I really need cards to be stored for regular invoices as well. When sending deposits (using the % workaround since there is no actual deposit option), clients will …

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## [Start Recurring Date on First Payment - Subscriptions](https://community.assembly.com/t/start-recurring-date-on-first-payment-subscriptions/568)

<div class="topic-metadata">

**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\
**Replies:** 1\
**Last updated:** [January 12, 2026, 9:39pm UTC](https://community.assembly.com/t/start-recurring-date-on-first-payment-subscriptions/568 "2026-01-12T21:39:15Z")

</div>

I really need an option to have the billing start on the date of payment. Some people may take a few days to pay. It’s a small detail but keeps the client aware of billing dates and doesnt make them pay for less time fo…

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## [Message Formatting & Read Times](https://community.assembly.com/t/message-formatting-read-times/570)

<div class="topic-metadata">

**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\
**Replies:** 2\
**Last updated:** [January 12, 2026, 8:03pm UTC](https://community.assembly.com/t/message-formatting-read-times/570 "2026-01-12T20:03:40Z")

</div>

Another thing that would be very beneficial to have in messages is formatting. Bold Italics Bulletpoints Numbering Hyperlinking It also would be very beneficial to know the time/date at which the message was ready by …

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## [Text Integration](https://community.assembly.com/t/text-integration/567)

<div class="topic-metadata">

**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\
**Replies:** 2\
**Last updated:** [January 8, 2026, 5:10pm UTC](https://community.assembly.com/t/text-integration/567 "2026-01-08T17:10:58Z")

</div>

It would be very nice to add in text integration for updates with clients. If it could work similar to the email notifications where a user can respond directly to it and it add to the messages that would be super benefi…

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## [When opening Messages](https://community.assembly.com/t/when-opening-messages/566)

<div class="topic-metadata">

**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\
**Replies:** 1\
**Last updated:** [January 8, 2026, 4:57pm UTC](https://community.assembly.com/t/when-opening-messages/566 "2026-01-08T16:57:31Z")

</div>

I know this seems like a small request, but it would be very nice if clicking the “messages” tab did not open up the first message. When receiving a lot of client responses, this can make it easier to miss messages since…

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## [Page header for each app in portal](https://community.assembly.com/t/page-header-for-each-app-in-portal/556)

<div class="topic-metadata">

**Author:** [@Liz\_Parsons](https://community.assembly.com/u/Liz_Parsons)\
**Replies:** 1\
**Last updated:** [January 5, 2026, 5:07pm UTC](https://community.assembly.com/t/page-header-for-each-app-in-portal/556 "2026-01-05T17:07:25Z")

</div>

It would be great if there were a header to include a description or custom instructions for each app in a client portal. Thanks!

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## [Draft Invoices, Discounts (% or $), sales tax per item](https://community.assembly.com/t/draft-invoices-discounts-or-sales-tax-per-item/327)

<div class="topic-metadata">

**Author:** [@Mustafa\_Tayyeb](https://community.assembly.com/u/Mustafa_Tayyeb)\
**Replies:** 3\
**Last updated:** [January 5, 2026, 5:03pm UTC](https://community.assembly.com/t/draft-invoices-discounts-or-sales-tax-per-item/327 "2026-01-05T17:03:40Z")

</div>

Hey guys, Just requesting these three basic features for the invoices, the ability to save an invoice without having to send it and the ability to add discounts to invoices as a $ amount or as a percentage. Ability to s…

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## [Option to not allow multiple files with the same name](https://community.assembly.com/t/option-to-not-allow-multiple-files-with-the-same-name/546)

<div class="topic-metadata">

**Author:** [@Spring\_Garden\_Lendin](https://community.assembly.com/u/Spring_Garden_Lendin)\
**Replies:** 1\
**Last updated:** [December 5, 2025, 4:50pm UTC](https://community.assembly.com/t/option-to-not-allow-multiple-files-with-the-same-name/546 "2025-12-05T16:50:24Z")

</div>

Suggestion - option to disallow multiple files with the same name in the same channel/folder. For example, if I upload “file.pdf” and then upload another file named “file.pdf”, it creates both of them with the same name…

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## [Multiple Instances of a Channel for any client](https://community.assembly.com/t/multiple-instances-of-a-channel-for-any-client/541)

<div class="topic-metadata">

**Author:** [@Liz\_Parsons](https://community.assembly.com/u/Liz_Parsons)\
**Replies:** 0\
**Last updated:** [November 25, 2025, 6:59pm UTC](https://community.assembly.com/t/multiple-instances-of-a-channel-for-any-client/541 "2025-11-25T18:59:55Z")

</div>

Is there a way to add multiple instances of a channel to a client portal without have to add it as another “App”. For example, we have multiple Notion Boards we use for our clients. It would be great to add each instance…

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## [Contracts: Request for multiple users to sign (internal users & client users)](https://community.assembly.com/t/contracts-request-for-multiple-users-to-sign-internal-users-client-users/539)

<div class="topic-metadata">

**Author:** [@Glycel\_Nacinopa](https://community.assembly.com/u/Glycel_Nacinopa)\
**Replies:** 0\
**Last updated:** [November 24, 2025, 3:23am UTC](https://community.assembly.com/t/contracts-request-for-multiple-users-to-sign-internal-users-client-users/539 "2025-11-24T03:23:27Z")

</div>

Hi, I’ve brought this up through a call but just want to post this here as we use the contracts app daily. 2 requests: Enable multiple users to sign a contract both internal accounts and client accounts (as a proper…

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## [Enhancement Request : Message Center : Mass Messaging by Filter Parameters](https://community.assembly.com/t/enhancement-request-message-center-mass-messaging-by-filter-parameters/536)

<div class="topic-metadata">

**Author:** [@Christian\_TenEyck\_EA](https://community.assembly.com/u/Christian_TenEyck_EA)\
**Replies:** 0\
**Last updated:** [November 18, 2025, 4:51pm UTC](https://community.assembly.com/t/enhancement-request-message-center-mass-messaging-by-filter-parameters/536 "2025-11-18T16:51:21Z")

</div>

Hello Team , It’s me again :smiley: ! Enhancement Request : Message Center : Mass Messaging by Filter Parameters. The Current Filter in Mass Messaging is Quite Limited and probably needs an Overhaul. So, similar to …

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## [Repeating Tasks](https://community.assembly.com/t/repeating-tasks/506)

<div class="topic-metadata">

**Author:** [@Kaleido\_Team](https://community.assembly.com/u/Kaleido_Team)\
**Replies:** 5\
**Last updated:** [September 5, 2025, 8:38pm UTC](https://community.assembly.com/t/repeating-tasks/506 "2025-09-05T20:38:14Z")

</div>

We have certain work with our clients that happens on a regular basis, so I’d love to be able to repeat tasks at least on a weekly or monthly basis. That would make our lives much easier since we wouldn’t need to set up …

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## [Feature Request: Quick add/edit Tasks](https://community.assembly.com/t/feature-request-quick-add-edit-tasks/509)

<div class="topic-metadata">

**Author:** [@Mustafa\_Tayyeb](https://community.assembly.com/u/Mustafa_Tayyeb)\
**Replies:** 0\
**Last updated:** [September 5, 2025, 4:45pm UTC](https://community.assembly.com/t/feature-request-quick-add-edit-tasks/509 "2025-09-05T16:45:03Z")

</div>

It is currently very tedious to edit tasks as you have to click on each task and go into the task and edit it, if we could add a quick edit functionality where the card expands or there is calendar, trash and archive ico…

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## [Feature Request: Internal User / Client User Roles](https://community.assembly.com/t/feature-request-internal-user-client-user-roles/508)

<div class="topic-metadata">

**Author:** [@Mustafa\_Tayyeb](https://community.assembly.com/u/Mustafa_Tayyeb)\
**Replies:** 2\
**Last updated:** [September 5, 2025, 4:38pm UTC](https://community.assembly.com/t/feature-request-internal-user-client-user-roles/508 "2025-09-05T16:38:17Z")

</div>

Would really appreciate being able to control what apps internal users and client-side user are able to see. A simple table where we can toggle visibility of apps for each user or user role would be fantastic. Later on …

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## [Company properties in CRM](https://community.assembly.com/t/company-properties-in-crm/503)

<div class="topic-metadata">

**Author:** [@Wayfinder\_Admin](https://community.assembly.com/u/Wayfinder_Admin)\
**Replies:** 2\
**Last updated:** [September 3, 2025, 8:31pm UTC](https://community.assembly.com/t/company-properties-in-crm/503 "2025-09-03T20:31:32Z")

</div>

Under CRM \> Clients there are many properties that can be toggled on or off to be viewable in the main CRM list. Under the Companies tab there are only 3 properties that are available to view. Can all properties be avail…

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## [Different Tax Rates by Province](https://community.assembly.com/t/different-tax-rates-by-province/496)

<div class="topic-metadata">

**Author:** [@Aaron\_Lambie](https://community.assembly.com/u/Aaron_Lambie)\
**Replies:** 3\
**Last updated:** [August 28, 2025, 4:49pm UTC](https://community.assembly.com/t/different-tax-rates-by-province/496 "2025-08-28T16:49:07Z")

</div>

I believe you can add CAD as a payment currency however does the invoicing allow for different taxes for the same product shipped in differnet provinces?

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## [Adding Company name/details to each user](https://community.assembly.com/t/adding-company-name-details-to-each-user/442)

<div class="topic-metadata">

**Author:** [@Aminder\_Mann](https://community.assembly.com/u/Aminder_Mann)\
**Replies:** 1\
**Last updated:** [July 29, 2025, 10:29pm UTC](https://community.assembly.com/t/adding-company-name-details-to-each-user/442 "2025-07-29T22:29:06Z")

</div>

Would love to be able to assign a company name, entity type, address, etc. to the user. It would be great if the company name also appeared on the invoice.

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## [Payment Methods Outside of Stripe](https://community.assembly.com/t/payment-methods-outside-of-stripe/361)

<div class="topic-metadata">

**Author:** [@Andrew\_Lowe](https://community.assembly.com/u/Andrew_Lowe)\
**Replies:** 1\
**Last updated:** [June 26, 2025, 5:16pm UTC](https://community.assembly.com/t/payment-methods-outside-of-stripe/361 "2025-06-26T17:16:22Z")

</div>

Hi Copilot, I have mentioned this before but I really think that there needs to be a rework to the billing module. Currently, I believe you are relying on Stripe to handle all payments, but there needs to be a way to ea…

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## [Ability to Quickly Resend Contracts If They Were Signed Improperly](https://community.assembly.com/t/ability-to-quickly-resend-contracts-if-they-were-signed-improperly/335)

<div class="topic-metadata">

**Author:** [@Andrew\_Lowe](https://community.assembly.com/u/Andrew_Lowe)\
**Replies:** 1\
**Last updated:** [June 9, 2025, 6:45pm UTC](https://community.assembly.com/t/ability-to-quickly-resend-contracts-if-they-were-signed-improperly/335 "2025-06-09T18:45:47Z")

</div>

Some of my clients have needed to be resent contracts because either: They signed their name incorrectly They were using an old browser and their name showed up as they were typing, but when the contract was completed …

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## [Can one client belong to multiple companies?](https://community.assembly.com/t/can-one-client-belong-to-multiple-companies/54)

<div class="topic-metadata">

**Author:** [@tdenesik](https://community.assembly.com/u/tdenesik)\
**Replies:** 4\
**Last updated:** [May 27, 2025, 3:27pm UTC](https://community.assembly.com/t/can-one-client-belong-to-multiple-companies/54 "2025-05-27T15:27:50Z")

</div>

Can one client belong to multiple companies? I need to have multiple companies for some of my clients. Thanks!

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## [Billing requests](https://community.assembly.com/t/billing-requests/208)

<div class="topic-metadata">

**Author:** [@Wayfinder\_Admin](https://community.assembly.com/u/Wayfinder_Admin)\
**Replies:** 18\
**Last updated:** [May 22, 2025, 5:29pm UTC](https://community.assembly.com/t/billing-requests/208 "2025-05-22T17:29:46Z")

</div>

Hello! Our team has run into a few roadblocks with billing. We’d love to see these features in a future release: Automation to assign form or message upon payment completion - Requires payment by bank to be processed…

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## [Roles for external clients](https://community.assembly.com/t/roles-for-external-clients/245)

<div class="topic-metadata">

**Author:** [@Wieslaw\_Olborski](https://community.assembly.com/u/Wieslaw_Olborski)\
**Replies:** 7\
**Last updated:** [May 9, 2025, 3:46pm UTC](https://community.assembly.com/t/roles-for-external-clients/245 "2025-05-09T15:46:23Z")

</div>

Would it be possible to add roles for external users: Admin - current permissions User - without the right to add or remove other users ?

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## [Feature request: Editable forms - External Users](https://community.assembly.com/t/feature-request-editable-forms-external-users/254)

<div class="topic-metadata">

**Author:** [@Allie\_Pisarro-Grant](https://community.assembly.com/u/Allie_Pisarro-Grant)\
**Replies:** 3\
**Last updated:** [May 7, 2025, 6:48pm UTC](https://community.assembly.com/t/feature-request-editable-forms-external-users/254 "2025-05-07T18:48:15Z")

</div>

Hi, it would be great if clients could return to forms to edit them after submitting.

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## [Types for Companies/Clients](https://community.assembly.com/t/types-for-companies-clients/244)

<div class="topic-metadata">

**Author:** [@Wieslaw\_Olborski](https://community.assembly.com/u/Wieslaw_Olborski)\
**Replies:** 3\
**Last updated:** [May 2, 2025, 7:16pm UTC](https://community.assembly.com/t/types-for-companies-clients/244 "2025-05-02T19:16:05Z")

</div>

We need to be able to create three types of clients/companies in our application and depending on this type, different functionalities should be available. For example, free users - will have access to basic functionalit…

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## [Editable Forms - Internal Users](https://community.assembly.com/t/editable-forms-internal-users/224)

<div class="topic-metadata">

**Author:** [@Mallory\_Chandler](https://community.assembly.com/u/Mallory_Chandler)\
**Replies:** 5\
**Last updated:** [April 28, 2025, 7:16pm UTC](https://community.assembly.com/t/editable-forms-internal-users/224 "2025-04-28T19:16:14Z")

</div>

Would love it if internal users can edit client forms - We often get updates from the client and use forms to store data that is ever so changing.

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## [Saving/scheduling invoices](https://community.assembly.com/t/saving-scheduling-invoices/227)

<div class="topic-metadata">

**Author:** [@Wayfinder\_Admin](https://community.assembly.com/u/Wayfinder_Admin)\
**Replies:** 0\
**Last updated:** [April 25, 2025, 6:39pm UTC](https://community.assembly.com/t/saving-scheduling-invoices/227 "2025-04-25T18:39:56Z")

</div>

We would love if there was a way to create a new invoice and save it as a draft, or even better, if it can be scheduled to send out on a certain date like a subscription. Thanks!

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## [Automatic reminders to clients, task archiving](https://community.assembly.com/t/automatic-reminders-to-clients-task-archiving/156)

<div class="topic-metadata">

**Author:** [@Wayfinder\_Admin](https://community.assembly.com/u/Wayfinder_Admin)\
**Replies:** 10\
**Last updated:** [April 10, 2025, 2:27pm UTC](https://community.assembly.com/t/automatic-reminders-to-clients-task-archiving/156 "2025-04-10T14:27:27Z")

</div>

We would love to have the functionality for Copilot to send automatic reminders to clients who have a contract to sign, task to complete, new message waiting, or form to complete. Maybe this could be a setting that is ac…

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## [RSS or Feed emebd On Home Module](https://community.assembly.com/t/rss-or-feed-emebd-on-home-module/102)

<div class="topic-metadata">

**Author:** [@John\_Bloomfield](https://community.assembly.com/u/John_Bloomfield)\
**Replies:** 1\
**Last updated:** [March 31, 2025, 3:55pm UTC](https://community.assembly.com/t/rss-or-feed-emebd-on-home-module/102 "2025-03-31T15:55:57Z")

</div>

Just a feature suggestion - it would be great if we had on the home app an ability to embed a feed from things like wordpress blog, youtube channel, vimeo channel etc. So that the home page feels like it is being refresh…

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