SWELLEnterprise Roadmap

Project Specific Branding

Project specific custom branding (logo,client area custom color, etc.)

Customize the proposal & invoice email.

We can put our company branding as well as Swell branding ?

Limit client in file manager to their folder

Currently from client portal the client can access all files saved in the file manager. Need to set a user’s limitation on their own directory not all my files.

Support and knowledge base/Contract module

Dear team,

Request you to add below modules:

1) Support ticket
2) Knowledge base
3) Contract module
4) Option to add credit note in the invoice,
5) Option to record part payment in invoice/estimates

Thanks,
Amitabh

Manually choose Sender Email

Manually choose the sender email if I’ve connected more than one email to my account.

Twilio Integration

Allows you to integrate the phone/SMS services with Twilio instead of using our native module.

Webhooks

how many email providers are there? 40-50? Do you really are going to do a custom integration for every app?

You might better stop developing a lot of custom integrations. It’s much better for all of us to have webhooks and build a flow with integromat.

We don’t have to wait for the custom integration of our favorite app and you don’t have to stop your development for doing so many integrations… A webhook + an Integromat tutorial and a fast, easy and happy setup 🙂

Contract Management

To manage and process sensitive data such as contracts and business agreements.

SMTP

Custom SMTP Configuration.

Attach forms to projects

Forms for projects right now is attach to customer only.

Request A Feature

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

Feature Request