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Add ability to use any product library field
Add ability to use any spec / procurement field / custom field in estimates, invoices, POs. Cap the number of fields for readability.
Ability to hide Client name in Spec Sets
The Client’s name is currently an automatic part of the header in Spec Sets. We’d appreciate the ability to hide this information when necessary, as we minimize who we share client personal information with as much as possible. (also, if we can toggle client info, ability to include certain stake holders as well! This way if the client is listed, it would include both him and her, etc.
Manufacturer field on Spec Sets
We’d love to be able to include the manufacturer field in the spec sets. Ideally it would be moved from the “Product Info” category to the “Specifications” Category, so that it’s visually in tandem with product numbers when exporting specifications for suppliers.
Forms Module (Marketplace) - Custom Form Building
Hi! My biggest frustration with forms is that the form’s title/name automatically appears at the top of the client-facing form. I’d love the option to hide it so the title can be internal only. Our clients don’t necessarily need to see “Client Onboarding Form,” but a descriptive name helps our team identify it at a glance without having to adjust the wording for clients. I’d also love more flexibility with formatting beyond the current overall form settings, including: Text alignment and sizing: Options to align text left, center, or right on the form. We would like some of our titles/subtitles to be centered on the form. Would also be nice to be able to customize the text size on everything Bold, italics, underline, etc.: The ability to format individual words or entire blocks of text. Capitalization: Control over whether titles/subtitles appear in all caps or standard capitalization. Currently, titles automatically appear in uppercase and subtitles are normal capitalization. Question layouts: Options to display multiple-choice and single-choice answers side by side instead of only in a vertical list. Separation (aka line spacing): Ability to control the spacing between elements on a form through more than just a basic separation tool Human verification: The option to remove the “To confirm you’re human” math question at the bottom of the form. Click and Drag: Ability to click and drag the field boxes around instead of having to use the arrow to move a question up and down on the form. Especially since a new field automatically populated at the bottom. Also the column tool currently does not line up text boxes together, if I have two text fields next to each other and one is a single line title/question and the other is a double line title/question, the text boxes look disjointed instead of auto spacing to still allow the text entry boxes to align. See example photo
Canva Integration
At times, I’d like to move an image I uploaded in Canva to a mood board within a project. I can hit the little workroom button, but it brings me to the product clipper. I’d like an option to add it to the mood board or a general image folder for a project.
Vendor Login Credentials
Is there a way to show the vendor login credentials on the vendor page once you click on it? Currently to see that, you have to go into the settings.
Non-Automatic Chat Members
Ability to create internal project chats that do not include all team members on the project - while we need everyone to have access to all projects, we do not need everyone involved in every design chat (our poor CFO and purchasing managers will be inundated with unnecessary messages!)
Time Zones & Labels in Calendar
When adding a secondary timezone, the calendar will need to identify which timezone is lists on the left. It’s currently unlabeled. Vancouver is not a timezone and not in PDT. The timezone called “Pacific Time or “PCT” (UTC-7). Not to be confused with Pacific Time in the U.S. that uses PDT (UTC-8) and PST (UTC-7). British Columbia time zone is called PCT Alberta time zone is called ABT Manitoba may have a new timezone name Please note that Toronto has (2) time zones and it is listed incorrectly as EDT only. Here’s the Canadian time zones, but this page will not be accurate as of November 1, 2026.
Choose default between markup and margin
All product lines are defaulting to a margin percentage, while our standard is a markup percentage. We’d love to be able to set that as the default program-wide, and have that carry through to the estimates (which only show margin).
Integration: Use Motion
I would love the ability to integrate Motion into Workroom for task management! (www.usemotion.com).
Note revision requests on products
If a client submits a revision request on a product, having that note appear somewhere prominent on the product - currently only finding it as a status update in the chat history.
Secondary approval type: "Liked"
Ability to release products to clients for their review, with a preliminary “like” or “disliked” status, rather than full approval. Our ideal workflow with statuses would look like: Sourcing Proposed - flipping to proposed allows a client to “like” or “dislike”) Liked (go through quoting process, pull onto estimate or selections board, then release to client for approval) Released (or sent, or similar) - reflects that the estimate or selections board is in front of the client for approval Approved
Add Duplicate option to Expense line items
be able to select and duplicate an expense. then alter that expense slightly {change dates etc} .super helpful with mileage expenses to/from jobsites frequently. rather than recreate this time after time for site visits or vendors we may frequent
Hide Mood board pages.
Ability to hide an individual page in mood boards so that if hidden, client doesn't see it in presentation view and it doesn't export when downloading (Canva has this feature). that way you don’t have to delete the page (i.e. a mood board you may want to revisit later, etc) or copy the entire presentation just to save 1 page.
Exclude products from Budget
Would love a way to keep products in the library with their pricing, but exclude them from their respective budget calculation (like items that are VE’d, etc.)
Un-Archive Contacts
Love that we can see archived vendors/contacts, but would love a way to un-archive them! The archive button is still available under the archived client, but doesn’t do anything since it’s already archived.
Control client messaging options
Ability to prevent clients from accessing individual chats with designers - we only want them to access the channels we set up for their project that would include the whole team eliminate auto-creation of individual chats - currently if a designer even clicks on a client name in the Comms, it automatically creates a one-on-one chat available in the client portal, even if no message was sent. indicate on comms when a client isn’t set up with a portal - we have a full list of all of the clients in the comms menu and could message them individually regardless of whether or not they have a portal set up
Increase functionality of Portal "products" page
Allow released product approvals (both selection boards and estimates) to be visible and/or accessed by client from “products” page in the portal "Needs You” appears for qualifying items on the products page, but the client is unable to expand product information, see costs, take action, or directly access the location to take action from the products page. it makes the “needs you” highlight at the top a little frustrating since it can’t be resolved. Instead they must know to find those actions either on the selections board under “messages” or the estimate under “finances”, or the “waiting on you” from the home page. Its a lot of places to potentially find information/take action, but not in the one place they will likely look first :)
Comms Notifications
Requesting the comms notifications also be indicated on the project they belong to, not just the specific chat. We have over 20 projects to scroll through in comms, and would need to open each one to find out which chat the notification is from!
Carry-through Project Room settings
Rooms selected under a project’s main settings don’t seem to carry through the rest of the program: dropdowns in clipper and library for that project still show every possible room type selected rooms don’t appear under the client portal (under 06b “Rooms & Phases”) it shows there are no rooms and phases, even when they’re set selected rooms don’t appear in the project dashboard under rooms & phases