Platform

It would be fantastic to have a fully functional proposal builder similar to PandaDoc, allowing for a seamless client experience. Ideally, it should include: The ability to share proposals as a link with clients (rather than relying on clunky PDF downloads that are difficult to use). Built-in fields for contract signing to streamline approvals. Interactive client actions, such as buttons to easily “Accept” or “Decline” proposals. This would greatly improve efficiency and user experience for both our team and our clients.

This would be great to sort users by the date they were added as a user and sent a "Welcome" email

I was hoping we could add a filtered section to either the side nav bar or the filter bad in packages. I have a new employee that we want to create packages for and have them easily access without having to type in the search for each one every time. How can we do this? The ability to add another tab next to recommended packages and a sub menu under marketplace > packages > custom, would be really helpful.

We do see a big gap in the very basic feature set of the eMail campaign product. This feature is provided from every "Free" tool on the market. When sending a drip campaign, which is possible in the product by using delay and the next email etc. it is important to segment the eMail to be sent next according to the following criteria: dropped/bounced, not opened, opened and clicked, opened not clicked, when more than one link in the eMail click ID is important to know what CTA was clicked. We urgently need such features in Campaign, either within the eMail campaign editor or as part of an automation.

Please, please please, add a bulk editing function for contacts, and companies. The ability to update tags, salespeople, etc.

It would be nice to have the ability to have a different bill to name or the ability to add addition name to the invoice to include both a DBA and company name. Currently it only allows the account information on the invoice

We're using embedded forms from Vendasta in our customer's websites. When a form is submitted, email notifications are sent. This is working well. I have customers asking if an SMS message can also be sent as they sometimes don't get the email right away and by the time they get back to the lead it is too late. It would also be nice to embed this functionality directly into inbox pro. I.e. when a new contact/conversation is initiated, send an SMS message notifying the customer that a conversation is taking place, along with a link to join the conversation.

It would be great to have an AI-generated summary of key takeaways displayed in the Snapshot sidebar for a quick review without needing to dive into the full report.

In the social section of the profile there is no section for Uber Eats, Door Dash and other like these that is key for restaurants.

A very needed option is the ability to allow clients to submit a ticket. The best use case would be to have any customer ticket create a new project/task in task manager for that account. Assign it to a "Support Person" and notify via inbox. The best option certainly would be to have this be a piece of the platform but, at the very least allow integration with tools like Zendesk (which Vendasta support already uses) Freshdesk or Zoho, etc..