More Customizable Financial Templates
For the estimates, I would like to be able to move our logo around and resize it as needed, to be able to edit the fonts of line items and not have to have a price for some line items. If a certain line item varies on the job like a permit, we would like to put -as incurred- since permits can vary or other line items as well that vary. Instead of showing 0 which would make the customer or company think they owe 0, as incurred would be much more feasible. Other options like a Microsoft Word style where we could move text around as well, add photos or images, and other designs too.
Laura Fleig commented
It is ridiculous that pictures can't be made larger...
It would be nice to have more editing/layout options for templates.
Steve Sentner commented
Our business does not need estimates and invoices. We have contracts that include the total cost which is due at the time of signing. It's very cumbersome to have to create an invoice and then attach that to the document. I should be able to auto-input the amount due depending on the type of service they signed up for. If your estimates were more customizable where I could basically make it the contract, that would work. I can't even add a custom image to the estimate or invoice templates.
The logo size limit is too small. It would be great if we could load a larger image for our logo. There is plenty of space to accommodate a larger logo. At the moment, it looks strange with a small logo and a majority of dead space.
The ability to modify the column titles, so we can modify to how we price our painting business.
Otherwise, I really enjoy the product