I had big expectations of this app. On the surface, it seems to offer much of what would one need to mange clients, invoices, proposals, contracts, etc.

This is what I'm missing the most:
1. SQUARE PAYMENT!!!!! This one is VERY important to me.
2. Being able to add tax % at the bottom of the invoice where the total amount is rather than adding tax to each single item
3. White label.
4. Setup any email I want regardless of service it is on (google or my own smtp).
5. Ability to create templates for projects - save current project as template.
6. I'm having trouble turning proposal into invoice.
7. Being able to set my own starting number for invoice and proposals. It would be nice to have some kind of label change if the proposal is turned into invoice. (ie. PRP-2023 INV-20203 or PRP-INV-2023). Something like this.
8. Customization of client's portal (look, images, branding, etc.).

This is it for now as I'm pretty new to the app. I really have high hopes for it.