Quotes - Ability to create multi-section quote
Multiple sections in a single quote with their own separate totals.
Purpose: when quoting on similar products with different pricing to present to a client, with their own separate totals. Currently, we have to send a separate quote to the same client which means they're receiving multiple emails from us.
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Nicky McGregor commented
Agree with this and additionally we need the ability for clients to accept PARTS of a quote and not all of it - so accept or decline line by line. Or even better would be accept / decline / to be agreed a later date. As we have clients who know they definitely want X and they might want Y and when the see the quote they decide X for now and we might do Y later on in a few months - see how X goes.
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Grazia Gargiulo commented
We need to provide options to our clients so they can decide based on their budget. Some parts of the projects are fixed (travel costs, PM, administration) but some parts the client can choose how much work they want us to do and if they want to go for the cheap option or the more expensive. It would be great to have in the same quote the possibility to have "sub-total" rather than prepare different quotes.
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Tahne Le Roux commented
I am requesting the implementation of a feature that allows quoting two separate amounts on a single quote, where the sections on the invoice where one amount is labelled as non-recurring and the other as monthly-recurring, as well as adding the term of the monthly recurring? This would provide clarity to the customer regarding both the upfront costs and the recurring monthly charges for the chosen service or hardware. The invoice when finalised will then be separated in two with two invoice numbers - one for the non-recurring and one for the monthly recurring, the month recurring will then be a repeating invoice automatically.
I tried to make an example on paint to try and explain my point better -
Special Care Australia commented
We have to do annual quotes for the service provided.
So we do 1 day quote and then multiply that 1 day quote with the total days of service provided. If there can be a option of have a total of 1 day price and then a separate section underneath to show the total of certain no. of days, that would be great.
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Terry Bottle commented
We are a painting and gib stopping company. It would be good to be able to create one quote for a new build that has a section for gib stopping services and separate section for painting services rather than have to do multiple quotes for the one job.
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Peter Wilkins commented
Our quotes to our main client involves submitting 3 different costs from our suppliers for the same or very similar services. These costs might have different delivery times or slightly different specifications. Then client then selects one of the costs and instructs.
Is there a way of setting up the quote template to give 'options' rather than a list of items, so the options don't add up to the total quote value ? Only one of the options would be instructed
We don't want each cost within a quote as showing as a separate quote item as this will show each quote as approx. x 3 the potential job value.
The client doesn't want 3 separate quotes as they like being able to compare the quotes on a single document.
Could you design a solution for this ?