Platform

Currently the Proposal Builder only allows emails to be sent from the Partner-level sending domain. It does not currently send from the assigned salesperson. Other parts of the platform, for example campaigns, are sent from the assigned Salesperson's email address. We would like the ability to send the proposals to prospects from the assigned Salesperson's email address.

Provide the options to bill the client via ACH on a monthly basis instead of client having to use their credit card. This will lower our fees as an agency not having to pay high credit card processing fees. It is also safer and client can not give us as an agency a credit card chargeback on services rendered.

It would be really helpful if we were able to have a rating and review system for products and services. This would not only allow us as channel partners to share insights and help each other succeed, it would also give vendasta valuable feedback on our expereinces as channel partners who use these servies and products.

The anchor text on the left side navigation menu to access the CRM is titled "Contacts". Under the "Contacts" (CRM) anchor text are the subsections, "Contacts", "Companies", and "Tasks". Currently it is listed as follows: [CONTACTS] Contacts Companies Tasks Naming the anchor text as "Contacts" is counterintuituve and confusing. Since the "Contacts", "Companies", and "Tasks" are subsections of the CRM, the logical anchor text should be named "CRM". [CRM] Contacts Companies Tasks

Ability to whitelabel partner center so it shows as admin.mydomain.com , so that employees / other fulfillment partners don’t know that we’re using vendasta.

An Inbox in the Multi-Location Business App that allows teams that manage communication with customers across more than one business location to see and respond to all conversations from a single dashboard. Inbox Pro required for each account.

Create proposals directly from opportunities so that products and packages auto-populate in the proposal's pricing table.

Once a block of text is added to proposal builder's content library, there's no way to edit that block or even delete the block from our Content Library. That's a huge problem because when a block of text needs to be updated or corrected, our sales people have to manually edit every single block once they add it from the library.

Allow Sales People to create lists so they can send bulk campaigns at the end of the day

SMS is coming to Campaigns in Partner Center. Reach a wider audience by adding SMS marketing to your outreach and engagement strategies for customers new and old. With an average open rate of 98%, SMS campaigns are a surefire way to welcome new customers, communicate a promotion, or generate excitement for a new product or upcoming event. Filter Contacts in Partner Center by any field/s on the contact record to create targeted SMS recipient lists segmented by location, industry, Snapshot Report results, and so much more. Send a tailored SMS campaign to that list in a few clicks. After a campaign has been sent, each recipient contact's engagement with the SMS messages is shown in the Activities section of their contact record. You can also view the overall performance of a SMS campaign with the full suite of analytics available in Campaigns. Your clients will be able to send SMS Campaigns too, from Campaigns Pro in Business App.