Platform

Currently there's only Monthly, Yearly and One-Time available for Subscriptions. Some clients prefer to breakdown the bill and bill them 2x a month.

Looking to streamline our notes from in the field to quickly import into vendasta CRM for record keeping.

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.

Inbox in partner center does not really do much. Actions can not be taken like they can in Business App. This needs to be as robust for partners. Email, Texting, Social We need Reputation Management in Partner Center. Now that we have a Much Improved CRM system we need the features that we have in Business App that will allow us to leverage a single database. This just makes sense and given CRM Integration already exist in Business App.

Currently, there is only the option to send proposals via the "Send for Customer approval" button inside the proposal. We would like the ability to send a direct link to the proposal for the prospect to view and approve.

We do not use the store much and would like to use the proposal builder but can't since our products are not all in our store. Can't add a service in proposal builder without first adding it to our store which is a long process since we don't sell the same service at the same price to all our clients.

If an automation triggers an email to a contact, it would be very helpful to have the ability to use BCC on those emails. Either to a sales rep, external CRM, or other destinations.

Add the integration to pull profile picture from Partner Center to My Meetings Link

It would be really helpful if we were able to have a rating and review system for products and services. This would not only allow us as channel partners to share insights and help each other succeed, it would also give vendasta valuable feedback on our expereinces as channel partners who use these servies and products.