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 New feature Reporting
Team performance dashboard
Managing a team inside the platform today means clicking into individual lists and mentally filtering by person. Want to know how many proposals Sarah sent this month versus last month? You’d scan the documents lis…Managing a team inside the platform today means clicking into individual lists and mentally filtering by person. Want to know how many proposals Sarah sent this month versus last month? You’d scan the documents list and count. Want to see who’s completing the most bookings? You’d check the bookings view and piece it together. There’s no single place where you can look across your whole team and immediately understand who’s busy, who’s falling behind, and what the activity trend looks like over time.
What this adds:
A dedicated Team page under the reporting section — visible to account owners and managers — that shows every active team member as a row, with their key activity metrics side by side. One view, the whole picture, for any time period you choose.
What you see for each team member:
- Documents sent — proposals, contracts, invoices sent in the period
- Documents signed — documents that reached a completed/signed status
- Sign rate — signed ÷ sent, shows how effective their outreach is
- Revenue collected — total amount paid on documents they own
- Contacts added — new contacts created by this person
- Bookings completed — appointments they ran that were marked complete
- No-show rate — no-shows as a percentage of their total bookings
- Last active — when they last logged in and took an action
Next to each member’s name, a small sparkline chart shows their documents-sent trend across the weeks in the selected period — so you can see at a glance whether someone’s output is growing, steady, or declining, without needing to read the numbers carefully.
Date range control:
The dashboard defaults to the current calendar month. A date picker at the top lets you switch to any custom range — last 7 days, last quarter, a specific month, year to date. Every metric on the page recalculates instantly for the selected window. A “vs. previous period” comparison toggle shows each number with a small up/down indicator against the equivalent prior period.
Sorting:
Click any column header to sort the team by that metric — see who sent the most documents, who collected the most revenue, or who has the highest sign rate. Immediately useful for a weekly team review.
Drilling in:
Clicking a team member’s row opens a side panel with their individual breakdown — a list of their documents, bookings, and contacts created in the period, each linking directly to the relevant record. No separate navigation required.
Export:
The full table exports to CSV with one click — the same streamed export pattern used on the contacts and documents pages. Useful for dropping into a team review spreadsheet or sharing with someone who doesn’t have platform access.
Who can see it:
The dashboard is visible to users with the appropriate management permission. Regular team members can see their own row only. Owners and managers see the full team. This uses the existing RBAC permission system — no new permission concepts needed, just a check of the existing team.view permission level.
What it doesn’t do:
- It doesn’t show commission calculations or financial targets — it’s an activity dashboard, not a compensation tool
- It doesn’t cover automations run (those are system-level, not meaningfully attributed to a person)
- Subaccounts with only one team member will see a single-row table — the feature is most useful with three or more active staff
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New New feature Reporting
Feature usage dashboard
Plan limits exist on every subaccount — a cap on how many contacts, documents, forms, and automations you can have under your current subscription. Right now the only place you’d notice you’re approaching a l…Plan limits exist on every subaccount — a cap on how many contacts, documents, forms, and automations you can have under your current subscription. Right now the only place you’d notice you’re approaching a limit is if the platform blocks an action when you hit it, or if you happen to notice a small usage indicator somewhere in the interface.
There’s no place to go and proactively check: where do I stand across everything, with how many days left in my billing period?
What this adds:
A single page at Settings → Usage that lays out every plan limit in one clean view, showing exactly where you are right now and how much headroom you have left before the period resets.
What the page looks like:
Each feature gets its own card with a labelled progress bar:
Contacts ████████████░░░░░░░░ 847 of 1,000 used (153 remaining) Documents sent this month ██████░░░░░░░░░░░░░░ 23 of 100 used (77 remaining — resets in 12 days) Forms ████████████████░░░░ 8 of 10 used (2 remaining) Automations ████░░░░░░░░░░░░░░░░ 3 of 25 used Team Members ██████████░░░░░░░░░░ 5 of 10 usedThe bar colour shifts from green to amber at 70% usage and to red at 90% — a visual warning before the limit becomes a problem. If a feature has no cap on your plan (unlimited), the card shows “Unlimited” with a full green bar instead of a number.
The trend line:
For monthly-resetting limits (documents sent), the card shows a simple sentence beneath the bar: “At your current pace, you’ll send approximately 58 documents this month — 42 under your limit.” Or, if trending toward the ceiling: “At this pace you may hit your document limit before the month ends. Your limit resets in 12 days.”
This is calculated from the current count divided by days elapsed in the billing period, projected to the end of the period — straightforward arithmetic, no machine learning needed.
The upgrade prompt:
When any metric is above 80%, a contextual note appears: “You’re approaching your contacts limit. Upgrade your plan to remove this cap.” This links to the billing page with the current plan highlighted. For agency-managed subaccounts, it notes that the agency admin controls the plan.
Why it matters:
Teams who are close to a limit and don’t know it get surprised mid-month when something stops working. This page turns that surprise into a proactive decision. It also gives subaccount owners a simple, honest answer to “what are we paying for and are we using it?”
What it doesn’t do:
- It doesn’t show historical usage month-over-month (that’s a reporting feature, not a limits dashboard)
- It doesn’t let you adjust limits from this page — that stays in the billing section
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New New feature Reporting
Custom report builder
Every feature in the platform has its own data view — the contacts list, the documents index, the bookings calendar, the form submissions table. Each one has filters and basic exports. But none of them talk to each other…Every feature in the platform has its own data view — the contacts list, the documents index, the bookings calendar, the form submissions table. Each one has filters and basic exports. But none of them talk to each other, and none of them let you ask a question that crosses those boundaries, aggregates data your way, or saves a view you want to come back to every week.
The Custom Report Builder is a dedicated space for answering business questions with data already in the system — without needing to export CSVs into a spreadsheet and piece things together manually.
How it works:
Building a report is a four-step flow:
- Choose your data source. Pick what you want to report on: Contacts, Documents, Form Submissions, or Bookings. Each source exposes the fields that make sense for it.
- Select your columns. Drag the fields you want to see into the report. For contacts: name, email, tags, date created, lifetime value. For documents: type, status, contact name, total amount, date sent, days to sign. For bookings: scheduler name, guest name, date, duration, status, assigned team member. You build exactly the table you want — no fixed columns, no hidden fields.
- Add filters. Narrow the data down. Same filter operators already used throughout the platform (equals, contains, greater than, before date, etc.) — applied here to whichever columns you’ve chosen. Examples: documents where status is “sent” and total is over $5,000; contacts created in the last 30 days with no documents; bookings in Q1 that were cancelled.
- Choose a visualisation. View the data as a table, or switch to a chart — bar, line, or pie. Charts aggregate automatically: a bar chart on document data would group by status and show counts; a line chart on contacts would show new contacts per week over 90 days. The table is always available alongside the chart.
Saved reports:
Any configured report can be saved under a name — “Monthly Revenue Pipeline”, “Lead Source Breakdown”, “Unsigned Proposals > $10k”. Saved reports appear in a reports index, reload instantly, and always reflect live data. Editing a saved report opens the same builder with the existing configuration restored.
Export:
Every report can be exported as a CSV (downloads immediately, same data as the table view) or as a formatted PDF (branded, with the chart rendered at the top, table below — generated via the same PDF engine used for documents).
Shareable links:
A report can be shared via a signed link that gives read-only access to the current results — no login required. The link expires after 7 days by default (configurable). Useful for sending a client a snapshot or sharing a weekly metric with a stakeholder who doesn’t have a platform login.
Examples of reports teams would build immediately:
- Unsigned proposals over 14 days old — documents, filtered by type=proposal, status=sent, sent date > 14 days ago. Instant follow-up list.
- Revenue by month — documents, filtered by status=paid, grouped by paid_at month, bar chart. One view replacing a spreadsheet that used to take 20 minutes.
- Lead source breakdown — contacts, grouped by tag (UTM source tag), pie chart. Shows where new clients are actually coming from.
- Booking no-show rate by team member — bookings, grouped by assigned user, filtered by status=no_show vs completed. Identifies patterns without manual counting.
- Form conversion by source — form submissions, grouped by referring form, showing submission count vs view count. Spots which lead forms are underperforming.
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