We want to be able to set estimates to expire after a certain time frame.

Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.

Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.

Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

Custom Title for contacts viewing documents or financials sent to them.

Reorder estimate design template options when creating new estimate

It would be useful to have the ability to create a Smart Estimate based on a filled out form to help field reps quickly write out the estimate based on the check list they perform.

Please add a way to add contract language/verbiage to the smart estimate

It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.

Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.

It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.

Ability to set custom statuses for invoices

Currently, if you apply an payment to an invoice, and then try to set split terms for the remaining balance, it will not save the splits as you enter them. It will revert to its own percentages. This appears to be intended function since split terms were not set upfront. It would be nice to be able to split the remaining balance on invoices.

Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.

The ability to include uploaded photos into an estimate.

The ability to archive estimates, so that only the approved/sent or in progress estimates are shown under the financials tab.

It would make the estimate easier to read if we could color in the sections rather than just a gray color and would help just make them stand out to indicate its a section.

We would like to be able to restrict/assign which templates are available to which locations and/or groups. This would greatly benefit the scalability of the system without it being as cluttered as it is now.