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.

I would like the ability to update a customer on an estimate or invoice
related, also: The ability to duplicate an estimate, and then edit the job/ customer

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.

We need to be able to add an amount for SREC Collateral to an estimate total without it being part of the subtotal. This is similar to how to tax works except that it needs to be a input as a dollar amount that is determined by a formula, rather than a percentage.

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.

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

I would like to be able to add, subtract, multiply, and divide in the price box when creating an estimate or invoice.

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

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

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

the ability to adjust the page sequence that shows up on documents that include an {{estimate}} short code; currently, the pagination only accounts for the number of pages in the estimate, which is very confusing to recipients who have a 5 page document (for example) but are only shown pages 1/3, 2/3, etc. in the middle of the document itself, rather than 1/5, 2/5, 3/5 on all pages.

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

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.

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.

Make it so you can merge estimates

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.

When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount

It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.

To have a email template field that would show the amount remaining due on the invoice.