Feature Requests

Currently, the system only allows individual terms to be re-arranged within a section. We are unable to re-order entire groups (e.g., moving the "Return Terms" block above "Payment Terms").

Introduce dark mode

I want to be able to do a keyword search and Ref search

Create Packing List along with invoice. Packing List - Shipping by sea/air, number of boxes, dimensions and weight. For reference: incodocs.com

Need the ability to save sets of terms and conditions that can be applied to our documents based on different product categories, as well as for import and export documents. This feature would allow us to: Create and save multiple sets of terms and conditions tailored to specific product categories. Easily select and apply the relevant set of terms and conditions when creating or editing documents.

i want to add automation. e.g. on lead entry, one whatsapp message should go the lead number. smilarly on mect day, 3rd day, 5th day , whatspp message should go automatically. I have wait.io, but your software is not compatible with wati.io or any other whatsapp api

We Bill to One Organization Some times we have different Contact Point or Different Location Now I create each as a different Contact. I will be great to seslect Organization and then select the contact we want to send the INV/ Quote/ etc to

kindly make an option there we can type letter as we make quotation or DC etc

Along with quotations, should be able to create Proposals on Refrens. Have to go to other software to create proposals currently.

I think at Refrens it must give users a feature like a error should be shown if a product or item is put in the invoice and by mistake if wrong GST tax rate is put for a HSN code of actual different Tax rate then it should verify and show error for manual entry mistake and should notify and to change it to correct GST % Tax Rate? Don’t you think this as game changing and very useful tool for all your clients?Because I don’t think any one till now provides such service?

A Customizable Dashboard wherein we can see immediate Reports like: Number of Leads added this week, Number of Invoice / Week / Year etc... Dashboard should include such Charts and more...

We offer painting services, and clients often request quotes for both interior and exterior painting, each requiring specific details. However, our current quoting system has only one format. It would be more convenient for me to have the flexibility of choosing from pre-saved formats for different types of quotations. Unfortunately, such an option is currently unavailable, making it challenging for me to streamline the process.

If the page stays idle for a while, it freeze and refreshes, hence wiping all I have entered so far. I'll recommend an auto saving feature such that details filled will not be lost upon a refresh accidentally not saving works and then having to start. if possible, Auto save would be great

Pls bring in fresh invoicing formats. The existing ones unnecessarily create 02 pages even if a few extra words are written in the item description. 02 page invoices do not look good to read or print.