Quotes: Hide line item cost
When we create quotes we do not want the individual cost to be sent to the client as we may increase or decrease price depending on actual needs. Therefore I would like to send a quote with all the products/services itemized but not individual cost just a TOTAL?
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Mirko Blatancic commented
I have done my private project at my home and I had more than dozen contractors. All contractors quoting list of items with no individual price showing but rather Total cost as a sum. The reason for this is multiple flexibility. The most critical for example I quoted big domestic renovation job and listed all items including individual pricing. About 30 items.The customer asked me to delete some items and he picked up the easiest tasks to do to be deleted and left us more difficult ones. We ended up with no profit margin and no even cover our cost. The other reason is our quotation at renovation job is an estimate and you may quote some items reasonable well but when you start doing a job you may face few issues one task may take 4 times labour then quoted because you faced the problem. Having says that when doing quotation like the tendering company they do itemise all tasks so the technicians know what to do and hiding individual pricing. I had a customer come to me and asking me hundreds of questions by compering our quote with the competitor : why this item yours is more expensive and why this item is cheaper and so on.
I had another example the customer asked us to delete few easy items and asked us to do the reminder of tasks telling us can't afford it. Late on he called another technician to complete the job. (Guess the reason easy tasks he get it cheaper).
I am using Simpro Suite and simpro has this flexibility like many other apps and I want to leave Simpro because I am doubling my files -
Matthew Stanley commented
When quoting it would be good to have a sub total line only option so that the customer doesn't see individual items & amounts that have been used to compile the quote.
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Seyar Sultani commented
We need this fixed asap, other softwares can easliy do this. I don't want to leave Xero, but if this doesn't get fixed, i'll be forced to move to Fergus or Tradify.
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Jacob Hanna commented
when quoting/invoicing it should not show an individual itemised list along with costs for every individual thing, it should show an overall quote, it would be good to offer breakdowns withing the quote for multiple stages
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Khairil Choong commented
Any traction on this