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Let us know how we can improve. Suggest a feature, vote on existing ones, or report an issue.

View schedule for all phases at once#46

Could we have the option in seeing the schedule for all phases combined.

Estimate Owner#44

Can there be a internal note/description per estimate so we can add in none visable notes. Can be used for actions, follow ups, assigning estimate owners etc

Under consideration

Import from deal template#39

Ablity to create a deal from a template, or import estimates from an existing deal/template - features with/without estimates - phases (with/without estimates) - e.g. just the structure of discovery/build/run

Pending release

Editorial slide template#31

Editorial template with multiple sections, rich text formatting, etc - Deal overview/introduction - Phase overview/description

Payment milestones#30

Ability to define percentage based payment milestones on a deal (start/end and start/middle/end of phases)

Add Neuzit font#22

Add another font plz

Rate description#18

Is there a way to add in the description of the role in the table

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.

Custom resource limits#9

Manage how many resources per Role type can be scheduled in parallel within a Phase

Zapier integration#8

Integration with Zapier - Find or create Deal - Update Deal value - Deal workflow changes

Deal Scenarios#2

Create, compare and publish multiple variants of a Deal to answer “what if” scenarios for buyers and stakeholders

Export proposal as images#1

Export presentation slides as images with or without the branded background