Feature Requests

Request a feature, report a bug, or share your feedback.

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  1. Letter head

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

    #1118Uzman S

    1

  2. Multiple Quotation Formats

    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.

    #1143Colour S

    0

  3. Maa Bhagwati Enterprises Karan Rajput & sons

    Maa Bhagwati Enterprises 7266904435

    #1536Maa bhagwati enterprises Karan Rajput &

    1

  4. Editable Terms and conditions

    the autosuggest feature is useful but it need to have a option of "reset" to it as sometimes some wrong or repeat or spelling mistake entry is shown in future .

    #1535Siddharth A

    0

  5. vendor advance for import bill

    when im recording vendor advance in case of import bill payment lets say total 150 is debited out of which 50 commission charges, 10 is swiss chagres and 18% of comission charges is cgst and sgst. there is no place to record this, still i added these three component and added it in transaction charges row that comes but firstly it kept showing advance remaining even when the base amount was entirely used to mark payment for invoices, secondly in the bank statement it only showed the base price as debited. how to solve this?

    #1534Rajoshree G

    0

  6. Requesting permanent account deletion

    Request for Account Deletion Hello, I would like to request the permanent deletion of my Refrens account. Registered email: roybrian10272@gmail.com Please confirm once the account and all related data are deleted. Thank you.

    #1533Roy B

    1

  7. Re Arrange Invoice orders

    Invoice Looking

    #1532Vasu

    1

  8. Leads section, there is currently no option to add attachments while sending emails

    In the Sales CRM & Leads β†’ Leads section, there is currently no option to add attachments while sending emails. Please consider adding an attachment option for PDFs, Excel files, etc. directly in the email section. This would be very useful for sales communication.

    #1531Rishika D

    1

  9. payroll and hrms software

    payroll and hrms software

    #617finance

    0

  10. Saving Sets of Terms and Conditions for Different Product Categories and Documents

    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.

    #936Shubham Mishra

    0

  11. Packing List

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

    #1348Unify S

    1

  12. Customised WhatsApp Campaigns

    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

    #897Rajesh M

    1

  13. Dark Mode

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

    #441Vikas S

    3

  14. Better Dashboard

    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...

    #1278Kollatrr

    0

  15. GST rate according to HSN Code

    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? Donβ€šΓ„Γ΄t you think this as game changing and very useful tool for all your clients?Because I donβ€šΓ„Γ΄t think any one till now provides such service?

    #1349Sarthak K

    0