Feature Requests

we have an option for design in invoices but not in payment receipt, while we have one design in invoice and other docs but the payment receipt was entirely different from others even we can change the font color and type because of this customers seeing differently of that document and asking the questions is it original or duplicate

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.

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

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

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

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.

Currently, If i want to revise quotation, i need to manually change the number which results in error. So kindly work on quotation revision features.

Please Add Contracts Feature. Also we would love if you could include digital signatures through both ends, or tie up with any company, so we can have digital signatures as well

In client's details page, where we can see the invoices, I would like to see how much total revenue I have earned along with total expense done for that particular client.

Any quote converted to invoice should have a Quote reference number listed in the invoice IN this way we can see from invoice that what was the quote that we had sent to client. The quote should be hyperlined in the invoice to go to the quote directly

I would like to have a status- " Approved" under the quotations which i have created. Currently only " Draft" and " Cancelled" are available.

I would like to have a feature where unpaid tag comes in the downloaded document by default, just like the paid tag appears when the invoice/proforma/document is paid. currently if the invoice/proforma is unpaid it shows no tag of unpaid after document is downloaded.

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