What should we build next?
Every idea agencies have sent us, grouped by status. The ones we commit to end up on the roadmap; the ones we ship link back to the changelog.
Every idea, out in the open.
Highest-voted first within each status. If an idea here matters to you, email us and we will bump it.
New
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New Improvement Documents
Document builder with shapes, design blocks, and layouts
Move the document builder beyond plain text and line items. Add shapes, dividers, icons, image blocks, background colours, columns, and design templates so proposals and contracts can actually look designed — closer to a…Move the document builder beyond plain text and line items. Add shapes, dividers, icons, image blocks, background colours, columns, and design templates so proposals and contracts can actually look designed — closer to a Canva doc than to a Word doc.
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New New feature Documents
Document analytics — section-level engagement tracking
Track how recipients engage with a sent document — which sections they lingered on, which they skipped, how long they spent overall, how many times they re-opened it, and whether they shared the link. Turn proposals from…Track how recipients engage with a sent document — which sections they lingered on, which they skipped, how long they spent overall, how many times they re-opened it, and whether they shared the link. Turn proposals from a black box into a data trail that tells you what resonated and where you lost them.
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New New feature Documents
Document folders and categories
Right now all documents — proposals, contracts, invoices — live in one flat list. As the volume grows, the only way to find things is to search or filter. Folders give you a permanent organisational layer on top of that.…Right now all documents — proposals, contracts, invoices — live in one flat list. As the volume grows, the only way to find things is to search or filter. Folders give you a permanent organisational layer on top of that.
What you’d be able to do:
You create named folders — “Contracts 2025”, “Active Proposals”, “Archived Clients” — and assign documents to them. The documents page gets a folder sidebar on the left. Click a folder and the list instantly narrows to its contents. All the existing filters (type, status, search, tags) still work, now inside the selected folder.
Moving documents is frictionless:
- Drag a document row onto a folder in the sidebar
- Select multiple documents and use “Move to Folder” from the bulk action bar
- Use the ⋯ menu on any single document
Folders are customisable — each one gets a colour and an icon (briefcase, star, archive, etc.) so you can tell them apart at a glance.
It’s non-destructive by design. Deleting a folder never deletes the documents inside — they just return to “Unfiled.” Every document is always reachable through “All Documents” regardless of whether it’s been organised or not.
Workflow documents (proposal → contract → invoice chains) move as a unit — assigning one document in a workflow to a folder moves the whole chain together, keeping the workflow intact.
What it doesn’t do (keeping scope tight):
- No nested sub-folders (flat list only, can be added later)
- Folders are for documents, not templates
- No folder-level access control — all team members see all folders
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New New feature Documents
Agency-level shared templates
Right now every subaccount maintains its own separate set of document templates. If an agency runs 20 subaccounts, keeping proposal and contract templates consistent across all of them means manually duplicating and upda…Right now every subaccount maintains its own separate set of document templates. If an agency runs 20 subaccounts, keeping proposal and contract templates consistent across all of them means manually duplicating and updating each one whenever something changes — a pricing structure, a legal clause, a brand update. There’s no single source of truth.
What this adds:
The agency gets a shared template library — a dedicated set of templates that live at the agency level, above individual subaccounts. Agency admins build and maintain these templates once, and they become available to every subaccount under that agency instantly.
From the agency admin’s perspective:
Any existing template can be “published to the agency library” with a single toggle. New templates can be created directly in the library. Published templates show a “Shared” badge in the template list. The agency admin is the only one who can edit or unpublish them — subaccounts can use them but can’t modify the originals.
From the subaccount’s perspective:
When creating a new document, subaccount users see a new “Agency Library” tab alongside their own templates. Clicking any library template creates an independent copy for their subaccount — pre-loaded with all the content, line items, variables, and settings from the original. They customise their copy freely without affecting the master template or any other subaccount’s copy.
The optional “restrict” mode:
Each subaccount can optionally be set to agency templates only. When enabled, the subaccount cannot create their own custom templates at all — they can only use what the agency has approved. This is useful when an agency needs brand or legal consistency enforced across all their clients, not just recommended.
Concrete examples of how agencies would use this:
- A legal firm agency publishes standard contract and NDA templates — all client subaccounts get the correct, up-to-date versions immediately
- A marketing agency builds a polished proposal template with their brand — every subaccount sends proposals that look identical and on-brand
- A franchise operation enables “restrict” mode — franchisees can only use the franchisor-approved pricing and service templates
What it doesn’t do (keeping scope tight):
- Subaccounts cannot push their templates up to the agency library — only agency admins can publish
- Editing a shared template does not retroactively update copies already cloned by subaccounts — it only affects new clones going forward
- Templates stay as document templates only — not forms, not automations
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