Request A Feature

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.

Please help to remove the 2 Statement Period for 13 Nov 2024 - 14 Nov 2024 13 Nov 2025 - 29 Nov 2024

I would like to land in dashboard and seeing charts and graphs of my this month and as well all time financial stats. I would also like filters to view through

YOUR DATE CALENDER IS TOO POOR SELECTING BAK AND FUTURE DATES AND YEAR.PLEASE CHANGE IT

We want when the sales rep created a sales order, it should displayed as "created" (currently available) but when we convert to invoice, it should display as status- Invoiced or something like that. or make a process of creating new status by own

Need to be able to filter leads created from Indiamart and Trade India by the Products they've enquired for, date created etc.

We are a digital marketing agency. We need to send leads created through CRM to a Google sheet so that we can run workflow automation tasks through Zapier.

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

Custom field data added to a lead created manually or via forms should automatically be imported into the Client details