Moxie
Roadmap
Feedback

Boards

General Feature Requests ⚡
227
Communicator feature requests…
29
Invoicing Feature Requests
61
Time Tracking Feature Requests
33
Project Management Feature…
101
Agreements (Version 2)
14
Calendar/Scheduler Feature…
48
Accounting Feature Requests
37
Client Portal Feature Requests
39
Requests / Ticketing Module
10
Integration Feature Requests
42
Public API and Webhooks
3
Sales Pipeline / Automations
31
Usability Issues 🔬
16
Bugs 🐛
68
Agreements (Legacy)
17

Roadmap

Planned

Allow more custom fields to show on list/cards
Project Management Feature Requests
Proposals to PDFS (formatting)
Agreements (Version 2)
Radio Button Options in Agreements (Client Contracts)
General Feature Requests ⚡
Conditional Formatting in Forms
General Feature Requests ⚡
Add communicator phone block feature (SPAM)
Communicator feature requests & bugs
Recurring tasks in templates
General Feature Requests ⚡
Schedule Emails
General Feature Requests ⚡
Ability to manually change status of Time Worked as "Billed" (from Un-Billed)
General Feature Requests ⚡
Day of week/month recurring schedule options.
Project Management Feature Requests
Google Drive Integration
Integration Feature Requests
Show invoice sent/paid in project list view
Project Management Feature Requests
Bulk email all clients / prospects
Communicator feature requests & bugs
Billable rate over-ride at Time Tracking or Deliverable level
General Feature Requests ⚡

In Progress

SMS Reminder in Scheduled Meetings
Calendar/Scheduler Feature Requests
Custom reminder email
Calendar/Scheduler Feature Requests
Change scheduler language
Calendar/Scheduler Feature Requests
Different email templates for each of the reminders
Calendar/Scheduler Feature Requests
More robust "client notes" section
General Feature Requests ⚡

Complete

Payment Plan / Schedule Option
Invoicing Feature Requests
Price summary
Agreements (Legacy)
Formatting Options in Agreement Deliverable Descriptions
Agreements (Legacy)
Option to View Template. Agreements as List
Agreements (Legacy)
Proposal Status Glance & List View
Agreements (Legacy)
Allow sets of packages to be required together
Agreements (Legacy)
New token for client short name
Agreements (Legacy)
Package description
Agreements (Legacy)
Ability to select multiple packages in Proposal
Agreements (Legacy)
Ability to erase drawn signature
Agreements (Legacy)
Saved Drawn Signature
Agreements (Legacy)
payment plan selection in proposal
Agreements (Legacy)
Autofill Client Contact Details in proprosals/agreements
Agreements (Legacy)
Improved design features/ templates for proposals
Agreements (Legacy)
Add outgoing MMS Support to Messaging
Communicator feature requests & bugs
Disable Pay now button for invoices that have Online payments are disabled
Bugs 🐛
Custom field option disappears
Bugs 🐛
Duplicate email templates
General Feature Requests ⚡
Forms - Open Completed Form in Browser Tab
General Feature Requests ⚡
Forms: Save Progress
General Feature Requests ⚡
Allow editing to invoices witout changing the created date
Invoicing Feature Requests
Opportunity To-Do Automation
Sales Pipeline / Automations
To-dos
Usability Issues 🔬
Short URLs for Invoice, Proposals, etc.
General Feature Requests ⚡
Table view for projects
Project Management Feature Requests
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