SWELLEnterprise Roadmap

Backup

Hi I wish to ask if it’s possible to download the while swell system and uploading it in one click instead of module by module. Reason being that, imagine something goes wrong or we get hacked. We can restore the system ourselves by doing a backup in one click and restoring it in one click. This would make it easier for both us and you as this would make us less dependent on the team and actually talk to the swell team if there’s a major problem in the backup 🙂

Workflow invoice deposit once proposal accepted

Currently you can only generate an invoice when the proposal is accepted for the entire amount. Give the option for a deposit in the workflow

Sales Tax applied per Item on the Invoice

In a consolidated Invoice you can Items that do not state sales tax along with the items that do. Need to be able define the Items as taxable or not and have taxes applied accordingly

Advanced FORMS and Surveys

Ability to create all kind of surveys. Add more form options like multiple text fields for clients to input, add jump logic, ability to group form items. SoGoSurvey.com do a great job on this.

Microsoft Flow

We are moving to microsoft flow as it is more tightly integrated with office365.
There is a huge community of office users that would be open with swell and flow integration.

Conditional/Negative Logic in a workflow

The workflow has to progress when a client DOESN’T do something. Example – I send a client a questionnaire that I need them to complete so I can order their flowers for their event. If they complete the questionnaire, great, I get a task to order their flowers. But if they DON’T complete their questionnaire within 4 days, they would get an email reminding them to complete the questionnaire.

Legally Binding Signature for Contracts

Hi,
There’s a lot of us doing online contracts and paying apps for getting legally binding signatures.

It would be fantastic if your software could also be compliant with the USA, EU and international regulations for e-signature.

Integration with Kashoo

Could you please consider Integration with http://kashoo.com

Thanks,
Amitabh

Adding SMS to the Drip Campaigns & make it 2-Way SMS

I’d like to have drip campaigns composed of Emails, SMS, Voicemail, Call reminders.
And it’d be even fancier and easier if on the scheduled call time (in the drip campaign) Swell system calls me and connect me to that prospect

Affiliate area

Is it possible if we can develop an affiliate area? Say I wish to give specific links to my client portal or client. And if they share it to a person, and see they accessed my website and contacted me for a service. I find out from the affiliate dashboard that they came from said source client. Then I’ll just pay the source commission as thank you.

Would that be possible?

Request A Feature

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

Feature Request