Feature Requests

The ability to create and collaborate with Google Docs and Sheets within Hectic would be amazing. Sometimes need clients to provide data in a spreadsheet or text in a doc so rather than them downloading, completing and uploading they could open and work with the Google Sheet or Doc within Hectic.

Right now the form submissions only get sent to the account holder which is very restrictive when someone is working within a team. Please add the ability to add additional email addresses to the notification email that includes the submissions.

I would love the ability to enable or disable invoice reminders per-client instead of per-invoice or globally. Some clients are business/enterprise who send checks on the due date and pay reliably. When reminders are enabled, they end up having to waste time chasing down proof of payment even though I know it'll show up in a few days. Some clients are individuals or SMBs that need payment reminders, which is why I have them enabled globally by default. I'd like to opt-out for the enterprise customers so we stop wasting our time and theirs.

It would be great to have branding elements setup in workspace, fonts, different colors, logo and icon so these can be used while working on different templates, agreements etc, instead of always trying to find HEX code for your branding.

Todo's (and Notes) are a wonderful "brain dump" feature. But then after I have time to plan, I have to recreate each todo as a task, then delete the todo. Lot's of typing. It would be great to just be presented with a drop down choice list of prospect/clients/project/opportinity to which I can attach the todo and it automatically becomes a task in that chosen area. Todo disappears from the todo list and appears thereafter as a task, wherever I specified. No "editing" the todo as part of the process. All editing would be done after it becomes a task wherever it now resides after the conversion. Keeps todo's as todo's and tasks as tasks and the UIX remains true. Same ask for Notes btw. Give me a drop down of places where I can attach the note.

I'd like to send an email in a workflow that reminds client's to complete a form, but I just noticed there are no options to check if the form is already completed before sending the reminder. I'd love to see more options in the Decision Module for forms rather than just "form answers". Ideally there would be one where I can check if form is submitted/completed similarly to how we can check if an agreement is "fully executed".

Right now, when you submit a form and if it has an error (I.e., an invalid email address); you get an error message that doesn't say what the problem is, it just says there is an error. Would love for this error to be more specific, or for the ability to edit the error message to make it custom.

It would be great if the Style options on forms were the same as Agreements. I would love to use different heading styles and fonts on my forms and to also be able to set background images on containers in forms (Didn't see a post for this one)

I'd like to be able to fully create a project template with required forms and taskboards or whatever we need attached to it. Then being able to assign who sees what in the project.

I use a couple forms during my workflow. The only way a client can get a confirmation email after submission is if they enter their email address again. This is horrible UX considering I already have their email address.