Feature Requests

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

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.

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

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.

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.

We need to get the receiver's (customer) signature on invoice before we hand over the material to the customer. At present there is no option to add a column for receiver's signature. Please add this essential Feature

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?

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

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.

DEAR TEAM, we are giving multiple quote to one customer , in your existing system we cannot able to do it , for each quote we need to create new lead for the same customer , it is very difficult for us to handle it . further we will be sending collective quote to the customer , we need to have the selection of quote for sending the email , further we need to have local storage to store PO from the customer , drawings , and images to the sales orders - please do the needful

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.

Department heads and territorial managers should be assigned to a specific pipeline. The leads in pipelines of other territories should not be visible to all managers. Super admins should control access to pipelines for sales managers so that they can view leads in their pipelines only. For example: if there are 2 sales pipelines for Delhi and Bangalore. The sales managers of both locations should not have access to view leads of another territory.