OneSuite
Create
Roadmap
Feedback
Public Roadmap

    Boards

  • Public Roadmap

Powered by Canny

Public Roadmap

Category

      • Projects (green)
      • Invoice (orange)
      • General (sky)
      • Lead Pipeline (red)
      • Client Portal (yellow)
      • Agreements (purple)
      • Integrations (blue)
      • Uncategorized
Task & Sub Task Activity
1
·

in progress

Upload feature in Documents
Upload feature in the Documents module of OneSuite! This enhancement allows you to effortlessly upload and store all your important files directly within the platform. Whether it's contracts, NDAs, or project proposals, you can now keep all your documents organized and easily accessible in one place.
1
·

planned

Enhancing Document Search: Include Client and Lead Name
Enhance the document search functionality by allowing users to search not only by document name but also by client or lead name. This improvement will make finding documents like NDAs or agreements more convenient and efficient, as users often think of the client name first.
1
·

planned

Powered by Canny