I'm manually copy/pasting information constantly. Or adding custom fields to have information that is already displayed in the Account. I'm duplicating my efforts so much now.

I want to suggest that you "show or merge or dynamically populate" some of the existing Account fields like Short Description, Social Media Links, Business Categories, etc into the COMPANY records for better sales information. And eliminate all the manual data entry.

For example, I added social media links as custom fields in Companies, but I shouldn't be putting in lengthy urls in custom text fields. We are digital marketers!! These should be icons at the top of every Company page with the name (like most CRM systems)! It can pull the links from the Accounts social fields. This would be very helpful sales tool offering a quick way to check client's profiles while on the phone or meetings, show them quickly, save us from manually doing this every time.

Short description - I'd like to see an introduction about the company on the Company record too. It's so important to pull up a company and see who they are/what they are about very quickly. If we could pull this from Accounts> Short Description (even if it's read-only or whatever), that would be sooo helpful.

BIGGER PICTURE: I'M SO TIRED OF COPY/PASTING VENDASTA. I'M PLEADING HERE NOT RANTING. HEAR ME OUT. IT'S SO MUCH COPY/PASTING.

*Copying data from Accounts to Companies and Contacts like above.

*Manually building proposals and contracts in Google Docs

Proposals were discontinued, creating significant sales workflow challenges

Also, I cannot send individual product/service links or packages to clients directly, at least not without major setup maybe integrating something like WooCommerce. It's on my list to investigate. Either way, the only option is for them to scroll through the store page to find the product(s) (or I have to manually put it into a proposal).

Orders are the ONLY quick option for sending clients, but have major limitations

Orders do not support detailed descriptions, editable quantities, or setup fees

This often requires re-editing opportunities and results in multiple duplicate or archived orders, messy.

*Google Docs for Proposals: Product and service integrations (including Zapier) only support partner/vendor product short descriptions.

Our partner full product/service descriptions cannot be synced. An outside expert hired shared that these limitations cannot be resolved without Enterprise. Another roadblock for the smaller agencies.

*E-signatures and advanced formatting must be handled outside the platform

Orders do not replace signed contracts for larger projects. Google Docs helps, but again more manual work that could be automated into the system.

*Transferring tasks into external project management tools due to Task Manager limitations and communicating with clients. Again no ability to integrate Asana either. This creates additional ongoing software costs and more copy/pasting. Still worth it!

Overall, many Vendasta core integrations are requiring a LOT of manual effort, increasing—rather than reducing administrative workload. I can sell way more products/services if you help me speed up sales. The Orders are not cutting it. Please bring Proposals back and make some of these fields link/display in both accounts and companies.