⏳ Under Review

🔍 Reviewed

📅 Planned

🔨 In Progress

✅ Completed

🚫 Not Proceeding

ℹ️ More Info Needed

Main Roadmap

PDF | Download button for prospects

Brianna from pxmo

Independent text sizing, spacing, alignment

Designer | Mobile Editing Capabilities

Integration | Pabbly

Make basic PDF layout adjustments independently of designer

PDF | Ability to adjust PDF layouts

Allow variables to be re-arranged in the Variables settings in the left sidebar menu.

Variables | Ability to reorder variables

Nic from pxmo

Integration | Whatsapp

Integration | QuickBooks

Acceptance | Sticky accept button

I currently have a blanket template that I leave on a public facing link. it would be great to have a lead capture to view the proposal. Name, Email, Phone number.

Lead Capture

Keeshan Sayroo

Integration | Formaloo

T&Cs | Import PDF docs as editable / signable forms

Quote | Multiple tier pricing options

Themes | Allow saving of custom themes

Different text sizes in different cellsMerge cellsEasier arrangement of cells

Tables | Improved styling & formatting

Acceptance | Recurring Stripe subscriptions

Library of commonly used icons, eg: socials, pin drops, arrows, etc

Proposals | Icon library

Sharing | Email to prospects function

Proposals | Anchor links

Inventory | Improved organisation & sorting

Ability to organise/order templates – including section templates.

Templates | Improved Organisation

Quote | Define one-time cost and recurring cost items

Acceptance | Ability to add existing proposal variables

The addition of search function &amp; labels

Dashboard | Improved organisation of proposals

Tables | Improved styling on mobile

Quote | Optional items the client can select/deselect

Quote | Discount for single line item

Media library for images & video

Quote | Ability to edit labels

Quote | Improved styling

Quote | Quantity column to allow decimal point

Quote | Allowing multiple tax rates & tax free items

Ability to adjust padding, add rounded corners, customise font colour, customise font size &amp; more.

Buttons | Improved Styling

Quote | Ability for client to update quantity of products

Provide a linkable table of contents function letting users skip between sections easily.

Proposals | Table of Contents

Branding | Ability to name brand colours

e.g. button changes to green &amp; copy changes to 'accepted'

Acceptance | Success styling on accept button

Quote | Deposit paid & amount due options

How long it took someone to view the entire document On what pages did they stop? How much time they spent on a given offer page. What are the buttons that they clicked etc?

Dashboard | Proposal Analytics

Provide an external switch on live proposals that allow them to be translated