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Ross Donald

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  1. Allow us to integrate EstimateOne with a CRM using an API

    25 votes

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    17 comments  ·  I'm a Subcontractor or Supplier  ·  Admin →
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    Under Consideration  ·  Zaiga Finnis responded

    Thank you everyone for the comments and feedback here, we completely understand the value that integration would provide. It’s something we’d love to do, but will take some time to figure out the best approach, it appears there are a lot of different tools people want to integrate with! Thank you for the suggestions, they are certainly taken on board by the team here.

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    Ross Donald commented  · 

    Is it possible to have a CRM built in where i can enter notes as to the customer and say i have viewed this project but nothing applies to me or move it into a area whilst waiting for my package request to be approved so that it is easier to manage and you don't have to keep trying to remember what each project is about.

    Ross Donald supported this idea  · 

  2. Make it easier to Keep track of tenders to submit

    27 votes

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    0 comments  ·  I'm a Subcontractor or Supplier  ·  Admin →
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    Under Consideration  ·  Sophie Hack responded

    Hi Stuart,

    Thanks for the suggestion. We’re currently investigating how we can improve the Watchlist for Subcontractors and Suppliers. We’ll keep you posted on our progress.

    Ross Donald supported this idea  · 

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