SWELLEnterprise Roadmap

Bug Fix · Coming Soon · New Feature · Planned · Requested · Update

ACH payments under invoices

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Collect payment on your invoices using ACH Bank Transfers

Search Bar and Search Sidebar

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Signatures on Proposals

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Now when you send a proposal you can choose whether to have your client sign the proposal.

Outlook integration

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Integrate outlook calendar and contacts in SWELL.

templates view/edit/delete

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Template engine makes it easy for you not to have to repeat yourself. Build templates for projects, tasks, emails and more

Late fees and payment reminders and text fields

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Automatically charge late fees and send payment reminders on past due invoices

To field in emails.. find email in contact, send to multiple people

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Email to fields now search contacts and clients in SWELL

Announcements Widget

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You may notice a new widget available to you on the dashboard. Now you can see the latest features, updates and bug fixes from your dashboard. Go ahead and drag and drop it where you would like it to be seen.

Quickbooks Integration for Accounting and Invoicing

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Sync your clients and invoices with SWELL from Quickbooks

Leads & Opportunities Status Sorting

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Now you can sort your statuses from the leads and opportunities pages

Request A Feature

Have something in mind that we are missing or that you would like for us to expand on?

Feature Request

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