Forum Discussion
For declines, manually adding it to the quote name so it shows up under the quote number (god forbid the they each have their own columns) and a note in the quote for the reason is all I can think of.
The closer you look at some of the core features, the more limited you realize they are. These are all good examples of that. Considering the product is over 15 years old, one gets the feeling that expanding the basic features is not a priority.
Very much so. I came from yardbook. I liked the ability to put picture lines in the quotes. the client hub and two way texting in the app so everything was together. (the dashboard is nice as it automated the sales process for me a bit as a solo guy). but for $300 (to get the texting and the campaigns which is basically mailchimp) its a high price to pay when i could get basically the I NEED THIS TO DO THE JOB features for around $100. it would create a bit more admin work, but seriously im considering it.