Feature Requests

I would like to use the add-on option for upselling. What I would like to see if a notification by text/email of when an upsell has been added so I can prepare for it. Solution?---- [Client - Event Date - AddOn] Added to the invoice that would auto move them back to having a "remaining balance". Also, I have a package with color/centerpiece options. Clients at times do not select an option (ex Linen Color) given to them on the proposal. There is no notification sent to the client to choose their "linen color" option or no notification to me that no choice option was selected by the client. Solution? --- Client End PopUp notification of the required missing fields need to be completed before submitting AND/OR Notification to PV user or ColorCode the event on the calendar along with a notification to PV user. In addition, have an option to lock the add-on/change selection to ensure things are not changed last minute by the client days before an event without verbal communication or manual change from a PV authorized user. Thanks

it would be nice to see date created, updates made, and who made them

Receive an email or in-app notification when a customer views a proposal

Event coordination is an additional add-on for our clients, so the use of the term "coordinated" is misleading if these services are not included.

Ability to send host a final BEO with a space for their signature to approve event details

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

On the phone, when opening a BEO or viewing the proposal, there is no way to go back, exit, or share the document. *Version 15.1 allows for this ability