Date |
Feature |
Description |
August 2026 |
New Report Formats | We have added a new formats for proposals, invoices and purchase orders that we think are cleaner and more attractive than our old formats. Turn them on and see for yourself. For more information, click here. |
August 2026 |
Tracking Shipments | You can now enter the tracking website addresses of the carriers you use to make it easier to track your shipments. Click here for more information. |
August 2026 |
Price List Feature | We have brought back an old feature that we are finding is still useful. It allows you to enter pricing lists from your vendors so they are easily accessible to your team. For more information, click here. |
August 2026 |
Rich Text Terms | This feature was released some time ago, but in case you missed it, you can now add bold, italic, and underline text to your proposal and invoice terms so key information stands out. More information can be found here. |
August 2026 |
Project Refund | No one likes to refund money to clients at the end of a project, but it can unavoidable from time to time. We've added a feature that doesn't make the process any less painful, but it helps clean up your accounting in DesignSmart. Click here for more information. |
August 2026 |
Item Statuses | You can now have an item's status change automatically when you work with proposals, invoices and purchase orders. Click here for more information. |
July 2026 |
Mobile App | Try out DesignSmart on your phone! Click here for more information |
July 2026 |
New Set Price Option | Now you can calculate the sale price of an item using a new method. Click here for more information. |
July 2026 |
Attachments Window | From the Attachments window, you can move between items. For more information, click here for more information |
July 2026 |
Link PDFs to Approvals | You can now link PDFs to Approvals. Click here for more information. |
July 2026 |
Lock Approved Items | When a proposal is approved, you can now lock the proposal pricing. Click here for more information. |
May 2026 |
Assign Templates | A new Action has been added so that you can change the Item Template for multiple items at one time. For more information, click here. |
May 2026 |
Default Status | You can now set the default “Item Status” when you create a new item. More info here. |
February 2026 |
Remove Backgrounds | You can now click a button to remove an image's background. More info here. |
February 2026 |
Time Tracking | When entering timesheets, you can now indicate if you want to adjust the hours or provide some hours to your client gratis. Click here for more information. |
December 2025 |
Hide Billing Rate | You can now hide the billing rate so that employees don't see it. Click here for more information. |
November 2025 |
View image | A new camera icon has been added to the PO layout so you can see an image of the PO line item. Click here for more information. |
November 2025 |
Next PO | Next and Previous buttons have been added to the PO layout so you can switch between purchase orders. For more information click here. |
November 2025 |
Approval PDFs | You can add PDFs to approvals. For more information, click here. |
November 2025 |
Duplicate Contact | When you duplicate a contact, you have more control over what information is duplicated. For more information, click here. |
October 2025 |
Payments | You can enter your payment methods to pay your DesignSmart invoices directly within DesignSmart. For more information click here. |
October 2025 |
Proposals | You can now print a list of proposals just like you can invoices and purchase orders. For more information click here. |
October 2025 |
Purchase Orders | Control the “Ship Date Phrase” for each purchase order. For more information click here. |
October 2025 |
Purchase Orders | You can now show two images on purchase orders. For more information click here. |
September 2025 |
QBO Projects | DesignSmart will not automatically create projects in QBO so you no longer have to manually link them. Click here for more information. |
September 2025 |
Price List View | The new Price List View allows you to see the more pricing and the price expiration date. Click here for more information. |
September 2025 |
Deposits | You can now click a switch to have the deposit payment that is recorded in DesignSmart sent to QuickBooks. More information click here and see Step 6. |
September 2025 |
Do Not Order | You can flag those items that will not be ordered. Click here for more information. |
September 2025 |
Distribution | You can now set the default setting for having the distribution page be included when genereating specifications of component items. Click here for more information. |
September 2025 |
Advanced Taxes | Advanced taxes allow you to override the default sales tax settings. Click here for more information. |
July 2025 |
Speed | We have made changes to the pricing tab so that when enter quantities or costs the amounts update much faster. |
July 2025 |
Attribute Labels | You can now change the attribute lables. Click here for more information. |
June 2025 |
PO columns | You can now control which columns appear on the PO Detail view. Click here for more information. |
June 2025 |
Viewing PO Detail | Now when you create a PO, you'll have an option to jump to the purchase order. More information can at the bottom of this page. |
June 2025 |
Acknowledging POs | When you enter a date in the PO Layout, it will acknowledge the purchase order. Click here for more information. |
June 2025 |
Paid In Full | Now invoices will show the words “Paid In Full” in red letters when an the invoice balance is $0.00 |
June 2025 |
Financial Summary | The Financial Summary now shows subcharges. Click here for more information. |
May 2025 |
AI Screen Grabber | Pull attributes right off a vendor's spec sheet! Click here for more information. |
April 2025 |
List View | You can now view images on the Status View. Simply look for the list view called “Status View w/ Images”! |
April 2025 |
Stripe | Processing online payments got a lot easier. The QuickBooks Connector will now automatically apply the Stripe processing fees to the QuickBooks deposit. |
April 2025 |
Sales Reps | You can now link one or more sales reps to each client. Click here for more information. |
April 2025 |
Statuses | Additional status colors have been added to the system. For more information, please click here. |
March 2025 |
Deleting | Now when you want to delete an item(s) you are shown the items you are about to delete. And you are required to enter the word Delete. |
January 2025 |
Saved Sets |
When you select a set of items you can now save that set as a Saved Company Set so other staff in your firm can access that set! For more information, click here. |
December 2024 |
Hospitality Tab |
The Hospitality tab has been replaced with two tabs: Approvals and Distribution. This only affects firms that use the Hospitality Module. |
| December 2024 | Proposal Detail View | A new Proposal Detail View has been added to be more in line with how invoices and purchase orders work. For more information, click here. |
December 2024 |
Image Array |
The new Image Array report shows multiple images on one page. You can also control what text appears below the images. More info here. |
December 2024 |
Time Invoices |
You can now add timesheets to an existing service invoice. |
December 2024 |
Changing Vendors |
You can use the new action Update Vendor to change the vendor for a selected group of items. |
November 2024 |
Distribution By Floor |
The Distribution spreadsheet now includes tabs for distribution by floor and room type. |
November 2024 |
Attributes on POs |
You can now show all component attributes on the purchase order of the related primary item. This requires that you turn on the |
November 2024 |
Quantity Method |
You can select multiple items and use the new Assign Quantity Method action to change how they determine the quantity. For more information click here. |