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Feature Requests
Description
Category
Invoices
Contracts
Tasks
Proposals
Forms
Time Tracker
Files (formerly Drive)
Projects
People, Contacts
Profiles
Chats, Comments, Messaging
Other
Account Management
People
Calendar
Remove Indy Branding
Client Portal
Uncategorized
Custom/white-labeled URL's
I'd like Remove Indy Branding to include more white-label services where I can add my own logo and domain name. I want to essentially be able to use my brand throughout the entire product.
15
119
Project templates
It would be awesome to have project templates, with tasks already created. Then you could create a project and auto-create the things you most often use.
13
·
in progress
84
Enable a "nudge" on invoices and contracts
Give us the ability to nudge an invoice or contract to bump the email up on the prospects emails. A feature available in most proposal software.
0
6
Ability to archive projects
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.
7
33
can we get An app and contact for that can be linked to our website so that clients inquiring from our websites automatically go onto our client list on we are indy please?
1
11
Have Business name as primary name across Indy
Right now when I send out things like forms, my full name shows. Not an issue but a better experience would be to be "Business Name | X Form"
0
6
French translation support
I'd like to be able to translate the project portal to french.
0
3
Ability to email forms
I'd like to be able to email forms through Indy for people to fill out.
2
16
Ability to select payment terms in contract
I would like my clients to be able to select a payment plan before signing the contract.
0
6
Ability for clients to add tasks
I'd like for my client to be able to add tasks to a project.
1
15
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