Hi,

I havn't been using this for a while since I waited and hoped it to be covering more needs when it comes to an all-in-one Business Suite for clients and document+file sharing.

Having a look again, I cannot see much changes since my first onboarding, and still my earlier suggestions where your feedback this is part of the roadmap, when it comes to more business documents, and not only proposal, I still cannot see? I would like to have different kind of business letters, not just proposals and contracts.

I would also also suggest to rename Project Portals to Client portals. And for each client portal the ability to share what pages they can access, with different widget folders, like Website, SEO, Marketing etc. where we both can share files example campaign materials, ads under marketing, all SEO reports and communicate directly with the clients inside this portal awith notification, reminders, canban (to do, orgress tracker etc.).

And Dashboard should filter and show each Client data with report for export.

I really like the clean UX & UI.

Best,

Marcus