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Remove Templates from Event Page View
Templates should have a dedicated area and not be incorporated on the Events Page. This overloads the page especially when you have many templates. I only want to see my events on this front page not all my templates.
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Better Format for Invoices
Invoices should display company Logo in a normal size (NOT tiny as it is now), They should also include a Remit To Address, Bill To Section, Invoice #, Invoice Date and shouldnt have the custom name for template shown on it.
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Ability to Delete Documents
Im requesting a feature to allow us to delete documents from the event overview section. When Ive duplicated a project it brought over its documents but they dont pertain to the new project and its confusing. I dont want to accidently have customer see that and there should be a way to remove the documents if you dont want them there or if they are outdated or changes have been made. I.e. New PO issued need to remove older one
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I would like to see an option to add custom timeline dates.
I need a 60 day option (2 months prior) for my check in I do. I need a Day of option to note delivery time. And I need a 2 day after option to note rental return due. Thank you!
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Create an automation that will remove the expiration date on the proposal when the event status is marked as booked.
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Editing multiple items status
Sometimes when I click on multiple items, the black box at the bottom of the page doesn't appear so that I can mass edit. If I refresh the page and then try again, it will work. Seems like some sort of glitch.
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Quantities not showing on proposal with no pricing
For whatever reason-- the quantities of each line item show up when you share the link to the quote without prices but the quantities disappear when you try to download it. Can this please be fixed? Otherwise we have to manually erase the pricing.
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Text compressing on PDF
When I save a quote as a PDF, the text section that I add gets compressed to a single page. I usually have at least a page and a half worth of things to write, so this is problematic. Lines will overlap to make sure it fits on one page. Can this be fixed?
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Rental Management Tool
I'd like to track and manage my rentals with Curate
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Message Portal
Could you add some kind of identifier to let us know when we have new messages in the client portal? Maybe on the events page have a number next to the event if a new message came in?
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