Feature Requests

Wants to be able to create custom documents in additional to the BEO's such as Staff Sheet, Expo Sheet, etc. that are more specific

We have event deadlines for smaller events 3-5 days prior to event date and would like to lock upon request or with more flexibility

Date next to second deposit due date Date next to final or remaining payment due date

We would love to be able to create additional automatic documents with the abiliy to choose what is included.

A simple floor plan generator within PV that is suited towards restaurants.

So we don't have edit it for every proposal!

I work with Tripleseat at my other consulting gig. We are able to make notes for each menu item that is only displayed on the kitchen sheet (eg I want to be able to say that the meatball with harissa needs a skewer, a 2"x2" bamboo plate and to be placed on our black resin 10" x 10" serving tray) . We want our department to be streamlined, consistent and no guesswork since we will have many hands in the proverbial kitchen. This way there aren't any guesses especially if we aren't on site at the time of preparation. It has been extremely effective at my other location with Tripleseat.

Ability to edit our standard policies within proposals based on requested edits provided by their legal team

We'd love if there was a way to make check boxes required. For example, if a client doesn't indicate on our lead from about how they want alcohol handled, I will just add our "Bar Style Options" to the estimate and fingers crossed they make a selection before signing, but I'd like to make it required for them to select.

(for venues who will not be taking online payments) ability to have it be on sign agreement only ability to have the default be no action after they sign (not pay deposit)