Add an option to create custom design templates for things like Material Orders, etc.

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

I would like to add more than one saved template to the work order from the drop down template menu. this would allow us to compound the templates together on the work orders and build them faster.

We would like to be able to either combine multiple Financials into one (merge), while also seeing the option to convert two documents into a single document of another type.

When you have a saved template to use over and over again, I wish we could limit anyone under manager level from being able to edit/update those templates. This would prevent it from happening unless really needed.

Create credit memo that is allocated against the invoice to reflect refund.

We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.

Add an option to show line totals on work orders

We are a fence contractor. We sell multiple types of fence. We have material order templates saved for easy ordering of types. Sometimes, customers have multiple style fences on their property. Adding a Template, to a tep[late, would allow us to only send one PO to a vendor instead of sending multiples everytime.

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.

The Company Name needs to be included on the payment receipt emails that are sent by WePay.

Turn off the credit memo feature.

The new payment method option "None" has been creating problems with or processes. We need a way to either remove it or have "Check" or "Credit Card" as the default/first option on the list.

Automatically change the status of a Work Order statues to "In progress" when emailed.

Make it so you can merge estimates

I would find it really useful to have a column for the subcontractor on the work order tab in my contacts and jobs.

I would like to have taxes show on material orders

This would allow us to clone and and create a new saved template without having to start completely fresh.

We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.