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Quotes - Support for quotes with rates but no quantity

Ability to remove value from online quote. This will allow templated quotes to be used where a total value isn't used and individual pricing is set per task. Dependant on the job there are specific rates per brick etc. Which is calculated at the end of a job bet the rate is set at the start therefore we need people to accept our quote (rates) but the total (quantity) wouldn't be determined until job completion.

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Dianne Kovacevic shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, while we appreciate your idea here we want to be open that we don't have plans for implementing this change any time in the near term.

If you'd like to enter a quote with rates and no quantity an option could be to specify the detail of the calculation for jobs in the 'Summary' field.

You could set up a separate branding theme to be used specifically for your quotes to alter which fields are shown, and when entering the amounts you'd use the Price field to signal the rate and leave the Qty. field as '0'. This means you'll still have a price set per line of your quote but the total amount of the Quote would be '0' and determined at the completion of the job when you copy the quote to an invoice and enter the Qty.

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  • Scott Thomson commented  ·   ·  Report

    The facility to print quotes without showing any monetary values leaving the works description only which can then be used as job sheets for our workers.

  • Jackie Gibson commented  ·   ·  Report

    I started to set up one of my clients with job sheets so we could prepopulate and email as opposed to writing out a manual sheet. I tried setting up a specific quote template under a new theme name and changed the theme, this way you should be able to send a quote with a quote theme template and use the same screen to change the theme to Job Sheet with whichever fields you need on there.

  • David Bomken commented  ·   ·  Report

    This would be incredible, even if it wasnt printable. But could then be turned into an invoice once on site and complete, or a quotation if that is what is required first off.

  • stephen ODonnell commented  ·   ·  Report

    It would be so helpful if tradesmen could create a printable & electronic job sheet from a quotation containing materials and time scales etc
    This would be amazing as I have to use other software for this .
    Steve

  • stephen ODonnell commented  ·   ·  Report

    It would be so helpful if tradesmen could create a printable & electronic job sheet from a quotation containing materials and time scales etc
    This would be amazing as I have to use other software for this .
    Steve
    Wired electrical

  • Jonathon King commented  ·   ·  Report

    Looking to quote three package options for one job to choose from with individual pricing, with no total amount