Ideas

As a Customer viewing a Proposal that has been converted to an order I should be able to get past the landing page So that I can still see the details of the Proposal

Move the Approve button and customer signature to the same webpage. Customers aren't staying after they hit approve to finish the additional step that requires them to sign their name which loads on a new page. Proposals aren't getting approved when the customer thinks they are approved because of this additional step!

Most of our clients are school organizations that use PO (Purchase Orders) to approve Proposals. School Districts are very anal about the PDF not having the word "Quote" when initiating a PO for the school. Also, please have an option to send/download a proposal in a PDF format similar to the invoice in Proposals. NOTE with the interchangeable word (Proposal/Quote). This will help us InkSoft users who work with school organizations to receive payment/approvals faster.

Be able to enter in an optional line item weight for Custom Line Items so that they are included in the shipping calculations.

Please help us add P.O Number to a New or Approved Proposal that would be shown on the invoice

I would love to have a Red "X" to delete uploaded art for the cases a file didn't upload the way intended or the customer decided for another design.

Curious if I'm missing something.  99% of the orders that I enter a proposal for are picked up at our shop.  This means that for EVERY PROPOSAL I have to enter my own address - which seems like it should be unnecessary.  Is there a way to have default pick up locations in a drop down menu or even just one default pick up location?

We are located in PA, there is no sales tax on apparel. It is ridiculous that there is no way to set the tax rate default as exempt. have to keep changing that on every single proposal.

In the Proposal Manager, each entry could display the value of the Proposal. Being able to sort on these (largest to smallest, smallest to largest, by customer name, by date entered, etc) would be a huge plus. When we're busy, this would make things a lot easier to prioritize for follow-up. PLEASE UPVOTE!!!

When an Order is created from a Proposal show additional information such as Proposal ID, Proposal Name, Assignee, and Payment Terms.