Feature Requests

Currently, when an email or Agreement is being created, the screen is locked to any other activity. If I need to look up anything in Moxie as I compose an email, I have to open additional Moxie tabs to find what I need - we can't even save drafts. And if I need to look up info while I'm drafting an Agreement, I could save the agreement draft and go look, but it's usually easier to open a second Moxie tab for that as well. I guess there's no reason not to just keep doing this. But a solution that allowed us to remain in a single instance of Moxie would be preferable. Seems to me that if email and agreements were handled in pop-out windows, that would open up access to the rest of Moxie while remaining in the active composer.

Can you add a “Past 30 days” option in the client portal Timesheets date filter?

Ability to archive agreements for two reasons: Reduce the dashboard clutter and to "unpublished the URL" for confidentiality reasons (prevent sharing once agreement is signed) Allow the option to disable/hide the ability for Agreements (proposals) to be downloadable or printable (PDF). (Buttons next to the proposal name at the top of the screen).

I'd like to be able to bulk email all my clients, for example to let them know I'm going on holiday or I'm sick. It would also be great to do the same for prospects for marketing purposes (if that's not already coming in the new sales pipeline feature)

In Agreement template settings, there's a single toggle for "Automatically create projects and invoices." This is all-or-nothing — you either auto-create both, or neither. Some people use external tools for project management and don't want projects automatically created in Moxie. But they still want invoices to be created automatically when an agreement is signed. Another scenario: if you're booking client projects far in advance, you might not want a project created yet — only closer to the start date — but you still want the invoice generated immediately. Or sometimes people do want the project auto-created, but not the invoice. Right now, if you turn off the toggle to avoid auto-creating projects, you also lose the ability to auto-create invoices. Requested feature: Split this into two separate toggles: — Automatically create projects — Automatically create invoices Separating these toggles would make Moxie more adaptable to different workflows without forcing an all-or-nothing approach.

When a project is created from a Project Template — whether manually from a client record, or via a workflow automation — the project settings (Client portal access, Client task visibility, etc.) carry over correctly from the template. However, when a project is automatically created via an Agreement's "Automatically create projects" setting, this doesn't happen. The tasks from the project template are pulled in correctly, but the project settings are not — the new project reverts to Moxie's defaults instead of inheriting the settings configured on the template. Why this matters: This is easy to miss. The tasks look right, so everything appears to have worked. But the settings — which control what the client can see and do in their portal — are wrong, and there's no obvious indicator that anything's off. It means manually checking and re-configuring settings on every project created this way, which defeats some of the purpose of automating project creation from agreements. Requested feature: When a project is auto-created via an Agreement, it should inherit the full project template configuration — settings included, not just tasks — matching the behaviour of projects created manually or via workflow automation.

In project settings, "Client portal access" has a "Read only project collaboration" option. This is the level most service providers would realistically want to give clients — they can open a task, see the description, and mark the overall task as done, but can't edit the task name, description, dates, status, or anything else. The alternative, "Full project collaboration," lets clients edit everything — task name, start/due dates, description, status, and to-dos. This is too much access to hand to a client. It risks clients accidentally changing things. The problem: Read Only Project Collaboration also prevents clients from checking off individual to-do items within a task — even on tasks specifically designed for this. For example, a task like "Upload Your Content" might have a checklist of items that the client is meant to tick off as they complete each one. In Read Only mode, the checkboxes aren't clickable at all. This leaves no good option: give clients full edit access just so they can use checklists, or don't use checklists for client-facing tasks and lose that part of the experience. Requested feature: Allow clients to check/uncheck to-do items within a task while in "Read Only Project Collaboration" mode, without granting access to edit task names, descriptions, to-dos, dates, or status. The to-do checkboxes are a self-contained interaction and shouldn't require full edit permissions on the rest of the task.

When creating email templates, it would be nice to be able to preview how it will look on the client end to make sure everything looks good. Some emails I can send to myself to test but others are reliant upon specific conditions/actions and it's really time consuming, creating a fake project and going through every possible circumstance just to review every email.

I have certain clients who bring their (sub)clients as the one receiving the service. My agreement is with my client, not the subclient, so it makes sense for the client in the platform to be my client. Each of his subclients become a project under his client profile. I would like to be able to add his subclients as contacts within his client profile and give them limited portal access to their project only. So they could still see their forms, invoices, agreements, etc. but not see the information for all his other clients. I do not want to have to separate the subclients into separate profiles, because that will make it more challenging for me to have a complete picture of what this one client has brought us. It's easier if all his projects are on one account.

Would like to choose a default email from my templates for sending agreements (like we can for invoices under the Workspace Settings > App Preferences section)