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  1. Able to convert estimate to a recurring profile

    It would be great to convert a estimate into a recurring profile.

    1 vote
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      completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Ability to remove Document History and Comments

      When a customer is viewing an invoice he can click the Document History button. This button automatically signs-up the customer to Fetchflow, it puts him on a different interface. This course of action is a "leakage" to the goal of just having the customer pay the invoice.

      The same goes for the comment section below an invoice, it's also a leakage.

      As much as possible we don't want to distract our customers when they are paying an invoice.

      I wish there's an option to disable these.

      5 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Have editable templates for all emails

        There should be customizable templates for the due date and late payment automated emails.

        15 votes
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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • SEND COMMENT EMAILS

          You either need to remove the comment option or send an email to the owner of the account when a comment is listed. Right now it only sends a message to the person the invoice is going to. NO ALERT TO THE COMPANY OR PERSON WHO SETUP THE ESTIMATE OR INVOICE. We nearly missed a 4400$ sale because of this oversight. It needed immediately.

          11 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →

            We’ve added the option of disabling comments on invoice. In addition it should work the way you are describing. Please contact us if our e-mail gets blocked somehow and we’ll investigate the issue. Thanks

          • Partial Payments

            Allow the option of taking a partial payment. We have customers who want to pay half now and half later. Right now we can only bill the full amount. I would love the ability to have a customer choose how much they want to pay, and then be alerted when the full value clears.

            19 votes
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Make it possible to convert and estimate to an invoice while viewing the estimate

              It would be easier if we could convert an estimate to an invoice while viewing that estimate instead of having to choose it from the main estimate page and checking the box.

              12 votes
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                completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Payment Received Emails

                We get emails when someone looks at an estimate or invoice, but have NO IDEA when they actually make the payment. We should get an email that says Invoice ###### has had a payment of XXXX made.

                Maybe also the option of sending a receipt / payment stub to the customer.

                9 votes
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                  completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Intergrate with Zapier.com

                  Add fetchflow to Zapier.com. It would let us move our data to or from this app as well as hundreds of other apps.

                  9 votes
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                    completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Integrate with Pipedrive CRM

                    Pipedrive is an excellect CRM, and I would love if you could work with them in order to create estimates / invoices from there.

                    8 votes
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                      completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 1 vote
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                        completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow multiple line items for invoices imported with excel.

                        Currently if you import an from excel it only allows one line item per invoice.

                        Multiple line items would be great!

                        14 votes
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                          completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Have different types of access to the same account

                          Allow an admin to allow different types of access to different users (say employees who only need to view client balances or payment dates).

                          1 vote
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                            completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow a logged in user session to last longer

                            The site logs you out after a short period of time. I would love if I could stay logged in for days.

                            5 votes
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                              completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add images to your estimates.

                              Please add functionality for adding pictures of units/products (through an upload function) to your estimates.

                              NO ONE on the market has this yet. This would be a great innovation!

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                We didn’t add images, however we did add a link to a catalog page which may contain an image of your product. You need to be using ItemIds for these links to show up on your invoices.

                              • Add payment solutions like Stripe or brain tree

                                Please Add functionality like this to your offering.

                                That would definitely make you a lot more competitive.

                                3 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • duplicate copy of estimate

                                    Hello i was wondering if you could create a function to copy/duplicate an estimate to a new one, so us to ease us when create lots of estimates for different customers

                                    1 vote
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                                      completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow Paypal OR Authorize as an option to the customer.

                                      We have some customers who prefer to use paypal and others who prefer to use their credit card. I need to be able to let them choose to make payment with either. Other services allow the customer to choose. Yours defaults to Authorize if you have that.

                                      3 votes
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                                        completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 1 vote
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                                          completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add descriptions to the fields on an estimate

                                          In the feedback area when you send a customer an invoice there are 2 boxes above the large text field. No where does it mention what these boxes are for? One is on the left one is on the right.

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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