Feature Requests

Give the option to download folders or multiple files. It is annoying to have to click one by one.

Currently, clients can only access individual project portals via separate links. However, once inside a portal, they can see multiple project links. It would greatly enhance user experience if clients could have one overarching portal link that provides access to all their active and past projects in one place. This would simplify communication, reduce confusion, and streamline client access to their proposals, invoices, etc. especially for those managing multiple projects with us.

Why do we bother paying for a plan which includes live chat support when you ignore it!?

Get rid of the 1 GB upload limit for files! We have 1 TB of space with Indy Pro, but I can't put any amount of files on my account to be able to actually use up the 1 TB of space. I want to be able to send files to clients, but I can't if there's a limit like this.

I would like to be able to add in my business expenses and be able to see transactions including money going in and money going out. Similar to what Fiverr Workspace have.

I'd like to be able to archive projects that are marked DONE. I no longer want to fish thru all my projects just to see which ones are marked ACTIVE.

I'd like to be able to see the emails that I've sent to my clients after I've sent them.

Ability to save custom contract as template.

It would be nice when giving a quote and creating an invoice to establish Recurring and Single invoices to be in one place and not have to recreate 2 separate invoices or proposals.

Our previous quoting system allowed us to include our contract/terms of service as part of our proposal. This was much more streamlined and less confronting to our clients. I say 'confronting' as our clients have officially 'approved' our services and then they get another email saying, 'now approve all these terms in this legal contract'. We want to make it simple and friendly for our clients by having one easy step when accepting a proposal. Also, we have a lot of repeat clients, and I want them to be able to avoid having to jump through hoops approving multiple stages. You could possibly combine Proposals and Contracts by having a 'next' button, which shows the terms/contract, and then you click 'approve' once. Or by having a drop-down section in the proposal that opens up to show the terms. I understand some people may prefer to send these separately, so there could be a preference in the proposal settings to combine or send them individually. Thanks for considering.