Agency Handy Product Competitive Matrix

AgencyHandy fullcycle product report enhancement

Test report date: 5/7/2024

Report by: ali

Forgot Password: if wrong password pattern is given/missed the toaster message needs to be updated.

change the team member invite email template design (default one) (later)

a skip button required after the service is created

when we click on the catalog url for a brief second it shows Agency Handy then it changes to the company name and url

while auto filling a form it starts searching

when adding a client if he is a team member throw an error

when importing client data from csv client id is not increasing

category selection for client needs enhancement. it should be editable from list view

revisit our pagination system it cuts of in half page

our chat bubble needs to moved. it is hiding our create button from (proposals, intake form, order form)

order creation button has “next” instead of create

custom domain disconnect email

add-on row not clickable

for intake and order form creation we need better visibility of the components when selected

for add-on/upsell we need to add the logic for clients view/visibility

needs to be same currency

type needs to same

total issue 15

fix: 6

Updated report date: 18/8/2024

Report by: ali

Forgot Password: if wrong password pattern is given/missed the toaster message needs to be updated.

change the team member invite email template design (default one) (later)

a skip button required after the service is created

when we click on the catalog url for a brief second it shows Agency Handy then it changes to the company name and url (Dev needs around 5 working days to fix it)

while auto filling a form it starts searching (browser issue)

when adding a client if he is a team member throw an error (PM needs to provide a better logic and clarify BE)

when importing client data from csv client id is not increasing

category selection for client needs enhancement. it should be editable from list view (Low priority)

revisit our pagination system it cuts of in half page

our chat bubble needs to moved. it is hiding our create button from (proposals, intake form, order form)

order creation button has “next” instead of create

custom domain disconnect email

add-on row not clickable(updated to onclick select as it has no details view similar to service)

for intake and order form creation we need better visibility of the components when selected (design started)

for add-on/upsell we need to add the logic for clients view/visibility

needs to be same currency

type needs to same

Additional improvements (Major ones only)

PayPal Debit and credit card support without login(catalog)

Subscription reminder email

for both agency and client

Subscription reminder email for Agency Handy.

Subscription logic enhancement for manual order

Budget calculation error in invoice for manual order with a different price

If a client is deleted cancel his order and delete the subscription

If the payment is not successful do not add to client list.

Invoice and ticket id column

Sticky header update

User Guide checked by PM

PayPal (new update needs to be added)

Webhook

Manual Subscription

8h →

UX → 1 hr

QA → 1:30hr

Email & notification check → 2hours (continue) →

Product issue → 2 hr

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