Feedback

The feature would allow a ConGenius user's customer to select optional items on the proposal which would automatically update the contract price. This would be used for alternates, options, and upgrades.

Create, send, and maintain invoices to customers based on progress.

Currently descriptions for items and other proposal fields don't have custom styling options. This improvement would allow styling such as bullets, headers, bold, and italics on proposals and item descriptions.

Improvements include setting a scale from list instead of needing to measure and automatically recommending a scale. As a part of this project we're planning to improve setting a scale on multi-page plans that have different scales per sheet.

This would allow users to customize the markup for specific items and also set markup per item in their catalog.

Users currently need to individually download each file. This feature update would allow entire folders to be downloaded with their files, or allow users to select multiple files to download at once.

Add ability to lock an assembly template from modification if user doesn't have permission. Users would be able to use the template on estimates and set quantities, but not make other changes in products or ratios. This is especially beneficial for multi-person teams.