The ability to attach an estimate to an invoice, just like you can to a document.

Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.

What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.

Sometimes the "PAID" stamp on an invoice is not applicable, like when there are progress payments or if an invoice is cancelled. It would be nice to be able to toggle the stamp on or off on an invoice, or even have the ability to change it to another stamp. "DRAFT", "CURRENT", "CANCELLED", etc.

When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.

customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
Adding another template note box to include contract verbiage on a document or estimate

We use a lot of estimate Templates with products already typed in. Same with material orders.

As it stands, if we update a price under "Products", it does NOT update the price on the template.

It would be great if the templates refreshed and grabbed the updated pricing from the Product itself

I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now

It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.

I would like to have the ability to click on multiple line items in an estimate, invoice, or work orders and delete them all at once. Right now we have to manually click on the X to the left of every item. This would save lots of time

Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.

It would be beneficial to add a Past Due option on the terms drop-down for invoices so that we can specify to customers when their payments are overdue.

I would like to be able to manually enter job numbers on invoices and estimates approved. We give numbers for multiple locations so this causes and issue. It's creating an invoice number that isnt' "real" so our customers are confused.

It would be beneficial to have the option to edit the names of the columns on financial documents. We use hours instead of quantity & it'd be great to have the ability to change this.

when you use the "Split invoice" option and save at the top of the invoice it says amount due to be the full amount of the invoice and only at the bottom does it tell you the "due today" amount. This is creating a lot of confusion to our customers.

It would be better to show the amount due at the top to be the "Due Today" amount instead.

Being able to add % discount as a field or drop would help the sales team be able to function better in the house.

I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.

It would be highly beneficial to be able to include the specific contact information to Invoice reports ie: address, email, phone number.