Feature Requests

It's fine that the proposal name defaults to the title that's at the top of the proposal. But we should be able to edit that title to something that helps us differentiate it between other versions of that proposal that we're considering before sending to the client. Right now all those versions are identical from the menu and it takes trial and error to figure out which one is which.

how do I extract an excel report of all th eionvoices that I issued so far?

it would be great to be able to add invoices to projects portal. if you've created a project after the invoice or have made the invoice outside of a project portal, there is no way to import or add. I mentioned this way back and i was told by Sebastien that this would be implemented. it should be easy for us to add invoices to projects after or have them sync in some way. project portal invoices seem to be hidden inside project portal and seems it would be a help for us if we had a bit for control on organizing.

The setting window on the side makes it difficult to write an invoice - it blocks the view!

I'd like to portal login page for clients.

Please update us via email (& the changelog) when you make changes to the platform. I had been uploading files and my clients weren't receiving notifications. I've only just realised that you have now set files to 'private' after upload (which is much better BTW) however this was not clear and it took me a day to work out why they weren't getting the notifications. I finally noticed you changed the text in the blue box to say this, but if you are a regular user of Indy you would not have noticed this and assumed it still said file notifications are sent straight away. Another option would be to have a big pop-up to tell Indy subscribers when a change has been made.

I would like my clients to be able to make the monthly invoices payments automatically (like subscription-based).

I don't want to share the details of my hours tracked (date, time, description) on my invoices but I would like to be able to connect my hours logged to the invoice to be able to mark them as paid. Ideally, I would be able to connect a time tracker but keep it invisible to the client.

I'd like to see html stripped when someone replies to a chat via email.

Currently, if you go to the chat section to send a message to your client, if you need to send attachments, you can only send one at a time. It would be great to be able to upload and send multiple files with a message. Right now, if I have to send a client 3 attachments, they get 3 different emails from Indy, which can be cumbersome. Thanks :)