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• Client Payment tracking

  👍 Gathering votes

• Defer payments based on project milestones

  👍 Gathering votes

• Zapier

  🚧 In Progress

• Proposal Templates

  🚧 In Progress

• Clients & Resources listed for services

  ⏳ Later

• Change log in an order

  ⏳ Later

• Affiliate program

  ⏳ Later

• Portal SEO

  ⏳ Later

• Request Assets from Clients

  ⏳ Later

• Calendar for leads appointments

  ⏳ Later

• Monthly price or an annual price

  ⏳ Later

• Downgrade or upgrade on subscription plans

  ⏳ Later

• Conditional fields in intake forms

  ⏳ Later

• Form customization

  ⏳ Later

• Customer Space

  ⏳ Later

• Google Drive & One Drive Integration

  ➡️ Next

• Time Tracking

  ➡️ Next

• Client Portal: Add Widget or Link for Knowledge based

  ➡️ Next

• Dynamic Proposal to Contract

  ➡️ Next

• Messenger tab with the customer

  ➡️ Next

• Review process for copy

  ➡️ Next

• Kanban elements

  ➡️ Next

• Shareable URLs for Uploaded Files

  ➡️ Next

• Slack Integration

  In test

• File FeedBack v2 (URL feedback and enhancements)

  In test