Feature Requests

I would like to request a feature enhancement in the Referens platform. It would be extremely helpful if you could introduce a digital signature option for invoices. Adding this feature would: Improve the authenticity and professionalism of invoicesHelp businesses comply with legal and client requirementsReduce the need for manual signing and scanning Ideally, the feature could allow users to: Add a saved digital signature to invoicesAutomatically include signatures in PDF exportsSupport secure verification of signed documents I believe this addition would greatly enhance the usability of Referens for businesses like ours.

After saving the PDF file, we rename it according to our format/convenience. Can we customized it when save it. Ex: Client Name+Suburb+Date_our CompanyName or something like this..

Please add Dark Mode for Web & also for mobile apps.

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

there should be a option to attach apremade product catalog with the quotation/ or while connecting with a new lead

Currently, when we are creating a quotation and we need to add a new item into that quotation which is not present in the inventory, there should be a proper item creation pop-up page like we create a new client on the quotation page. This is so that we can feed all the item details properly, instead of just having a "Create new item" in the drop-down, which is not proper and seems ugly and improper/hacky way.

There should be an option to pre-fetch or use the last additional notes automatically in all the quotations or documents for future, like terms and conditions. It should be user-customizable and visible like a checkbox (like there are multiple checkboxes in the bottom of the quotation page). Ao that we don't have to write it again and again if it's a constant static value which needs to be repeated in all future quotations.

Currently, there is no option for filtering quotations based upon the status on the quotation dashboard, like filtering based upon created, won, or lost. This would be helpful. If they are only open quotations, I should be able to pre-decide which quotations should be available in the quotation dashboard. If I want only the open ones, then I should only see the open ones. If I need won or lost, then accordingly it should be user customisable.

Currently, if we want to update the status of a quotation, like open to won or lost, we have to: click on the Quotation Dashboard since we are going quotation by quotation to updatego to that quotationclick on Change Lead Statuschange the status on the lead page Instead of that, we can have a single-click CTA from the Quotation Dashboard for that Quotation in the More ... dots to change the lead/quotation status. This would be helpful and reduce too much manual work.

Sometimes a same kind / name of service is delivered at different rates and currencies based on client. There should be an ability to associate the item with clients. It should have many to many relation ship. If the clientIds is falsy (empty array or null), then that item is globally for all the invoicesUpon selecting the client in the invoice, it should fetch all the invoice items associated with that client. The items drop down in the invoice should be UNION of above two conditions.

Hello, Actual purchase invoice number not reflecting in payout receipt. Instead it is reflecting expense number in payout receipt. Hence it becomes difficult to track as which payment is done towards which invoice. Please help.

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

payroll and hrms software

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.