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Boards

Planned

Automated Workflow from Client Creation

Ability to update Emails sent & preview the invoice

Recurring Invoices

Revenue generate feature

Encrypting Sensitive Data

Webhook Data In and Out

Upload feature in Documents

Enhancing Document Search: Include Client and Lead Name

Implementing Tooltips for Enhanced User Guidance

Task Clone Feature

Automated Task Completion Movement to Completed Tabs

Pabbly Connect Integration

Invoice Export/Import

Lead Capture Form

Zapier Integration

Domain White Label

Client Communication

Invoice Detailed Analytics

Invoice PayPal Integration

Invoice Waveapps Integrations

Invoice Quickbooks Integration

In Progress

Project Import from Trello with comments and screenshots

Reminders of invoice due date

Invoice Partial Payment Register

Integrations in Projects

Project Templates

Task & Sub Task Activity

Complete

Invoice Activity Log

Mobile Responsive Design

Role Based Access

Google Chrome Extension - Lead Grabber

Agreement Digital Sign

Stage & Milestone Based Views

Invoice & Payment

Restructuring CRM & Projects

Billing module with stripe checkout

Incoming webhook

Client Portal / Project only Collaboration

NDA, Proposal, Contract Templates

Project Import/Export

Invoice Stripe Integration

Improve Task Details

Lead Import/Export

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