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Search and import estimates from another deal/tempalte
#54
For example: if we have estimated a feature in one deal, I want to find it and reuse in another deal
1
Color code roles in the schedule
#52
A way to group roles by color in the schedule (e.g. developers are red, designers are blue, etc). Each role / role category could have a different color
1
Apply a standard growth rate to recurring services (e.g. inflation)
#51
A way to increase recurring prices YOY without creating a variable per estimate
1
Combine variables into a formula
#50
Ability to derive units from one or more variables, For example - create a variable for active users, and another for average sessions per month. Then combine in an estimate for bandwidth (e.g. bandwidth = active users * average duration * 100 MB
1
Feature / task tags
#48
A way to group and track related tasks across features - add category tags to tasks - view breakdown per tag in scope page - potentially export public tags as a proposal slide (similar to features, streams)
1
Editorial slide template
#31
Editorial template with multiple sections, rich text formatting, etc - Deal overview/introduction - Phase overview/description
1
Add Neuzit font
#22
Add another font plz
Planned
Improvement
1
Rate description
#18
Is there a way to add in the description of the role in the table
Improvement
1
Add seniority dimension to roles
#14
What would be a great feature is if you can have the role and a second dimension of seniority which changed the price accordingly. This would keep things nice and clean and mean I wouldn’t have to create multiple developer roles for each level.
Feature
Improvement
1
Custom resource limits
#9
Manage how many resources per Role type can be scheduled in parallel within a Phase
Integration
0
Zapier integration
#8
Integration with Zapier - Find or create Deal - Update Deal value - Deal workflow changes
Planned
Integration
1
Export proposal as images
#1
Export presentation slides as images with or without the branded background
Feature
1
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