General Feature Requests ⚡

The fields in column 2 is not lined up to the left with the column 1 fields in mobile view. Is it possible to fix this?

It would be great if a client can start a form and save his/her progress to finish up at another time. Some forms (intake, discovery etc) can be pretty lengthy.

I would like the ability to download completed forms as a PDF for easy reference

It would be nice to schedule meetings for follow ups and such on our end without having to fill out the booking form for our clients.

Recurring Project tasks would like to be able to see automatically assigned to status 'waiting on client' as its something we need to ask them to submit. As it stands the item recurs, but is a to do for us, until we move it to waiting on client. And then we can assign it to which contact. Would like to be able to have the assigned client recur/set as well each period so its not something we have to keep chasing/editing each recurring cycle. With the Templates, if we could have the recurring task able to be assigned to status 'waiting on client'. Of course the assigned to contact name cannot be assigned on a template.

I added pages to my quick links but they are added in a weird order. I wanted to change the order but there's no option for this. Basically I wanted to create my own custom meny to fit how I work but I can't arrange it the way I want.

No matter what status the ticket has been set to in the status field, if a client responds to a ticket that has been toggled to "Mark complete" and moved the Closed folder the ticket should be considered Open again. That's how all the ticket system treat responses to closed tickets.

I want the ability to save a proposal as a PDF so I can save it, attach it to emails, print it out, etc.

It would be great to have the option to deactivate a form without having to rename or delete it. We are a small publisher that uses Moxie for both Novel and Anthology submissions. So each Opportunity is a submission that we move through acceptance rounds and automations via the pipeline. Tonight we're closing anthology submissions and I realized there is no way to deactivate the form. I'll have to rename it (so break the link), edit it (so say submissions closed and therefore have to create the form again later), or delete it, which will probably delete the results list, etc.

I'd love to have a place to be able to universally set an email signature for both the Communicator email settings and Email Templates. Since I have some of the email templates set to go out in automations I need to make sure they have the same signature. And it would be nice to be able to update my signature if/when I need to universally in one place.