128 results found
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Quote | History - View accepted by email/contact name
It would be helpful to be able to track who accepted a quote in the history and notes. The customer could have emailed the quote to another party within their organization who accepted the quote on their behalf and we have no way of showing accountability for this.
17 votes -
Quotes: Generate as legal 'Estimate' instead of quote
I believe being able to update all fields to show the word Estimate rather than Quote would be extremely beneficial. I have been able to update all except for the wording of Online Quote Link
20 votes -
Quotes - Ability to send multiple quotes to one email address
The ability to send multiple (or up to 10) quotes to one email address
13 votes -
Quotes - Add payment link
Add a payment link to quotations so clients can pay on a quotation as well as an invoice.
Purpose: This would allow clients to pay on the quotation sent.
40 votes -
Quotes - Access to contacts and adding details
There is a difference between the functionality of new quote page and the old one.
On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.
On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link…
55 votesHi team, we appreciate your idea and interest for this here. We apologise it's been a bit quiet on our front till now, however I want to assure you product ideas continues to be a core channel for our product teams as they continue to plan their roadmaps.
I'm pleased to share an update that this is a feature our product teams are currently taking a look into. As soon as there is further news on this to share I'll be back with another update for you on this.
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Notification - When quote accepted
Ability to have an alert in Xero when a Quote has been accepted
16 votes -
Quotes - View Inventory Item Cost
See Inventory Item Cost when doing a Quote. I would find it helpful, when doing a quote to a customer, to see the cost of the inventory item I am quoting on. Of course, it should not appear in the final quote going to the client, but seeing it, would give me more confidence in doing my quote and make it a lot quicker. Thanks
18 votesHi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
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Quotes - Resize summary window
We are a professional services company and use the quote feature to outline our objectives, scope of work and deliverables for a potential new project. As such, we use the summary window to enter all this information.
It would be very useful for us to be able to resize the summary window to view a larger portion of the text. Some of our descriptions can run to several paragraphs and as such, the ability to review more text would be incredibly useful.
I hope this can be implemented with some simple coding.
Thank you.
6 votes -
Quotes - Packing slip template
When invoicing, there is a drop down arrow/menu next to the "Print PDF" button, where you can select 'Invoice' or 'Packing Slip'.
We need this feature to be available in the quote for printing a picking slip / delivery docket.
Is it possible to add this functionality?
26 votesThanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
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Quotes - Don't highlight all text when selecting a field
There is a weird issue when entering in text in the 'Descripton' box in a Quote.
Once the text is entered if you then leave the description box and then click back into it, all the text in that field is highlighted.
This is a little problem when you want to delete one character as it deletes the whole text.
If you Control V the text back....it hasn't copied the text to put it back in.
So, you lose all the text entered.I understand you can click a few times to stop it highlighting the whole text.
But, it…
5 votes -
Quotes - Add CIS
Be able to use CIS nominal codes on quotes so CIS is displayed
49 votesHi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work. -
Quotes - Auto update quote number when revised
It would be useful if the Quote number automatically updated when it was revised.
Rev 1, 2 ect.10 votes -
Quotes - Add lead time to items
When quoting items, customers need to know when the quoted items would be available.
It could be that the item is available ex stock or that there is a lead time to the item of days, weeks or months.
This is a common occurrence in the industrial sector.
Each item on the quote could have a different lead time, whether it is an item or service that is quoted.
The information is important to the customer for operational, as well as cashflow purposes. M
Would be great if a feature could be added for each line item on the quote,…
5 votes -
Quotes | Search by Item or account
Quotes/Sales Overview
Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.5 votesWe appreciate you sharing your idea, and letting us know how searching for quotes by item or account would be helpful, Vange.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the traction this idea receives in the community, here. Thanks
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Invoice - Automatically generate invoices on quote acceptance
automatically generate invoices on quote acceptance and then autosend it.
40 votes -
Quotes: Include Stripe PayNow button on quotes
With PayNow, we want the customer to use our stripe and pay on the quote. The idea behind this is that customer pays and then we send the product and issue the invoice. If we issue the invoice and then customer changes mind and doesn't pay, it will be a problem and we need to delete the invoice. So, adding Pay Now to the quote will solve this problem.
9 votes -
Contacts | Quotes - View declined quotes for a contact from their record
Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.
Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.
8 votes -
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.
3 votesHi 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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Quote - Button to Accept from email received
Create a accept quote button/link within the quote email template so clients can hit the button within their email client to accept quotes instead of having to view it online or missing it within the attached PDF quote.
13 votes -
New Quote - Create blank lines in Quote
Since the new quote format was launched, we are no longer to insert a blank line in our quotes at the beginning of a new item. Previously, this allowed us to space out the quote a little so it didn
t look too jumbled and allowed us to space the quote neatly over two pages instead of just having a line of a quote on the second page if it didnt all quite fit on the first. Please put it back to how it was and allow us to insert blank lines at the beggining of an item.28 votesHi all, upon revisiting here we'll re-open this idea.
As you may have found - While possible to add a new line and drag & drop this to where you'd like it to sit in a quote. Once saved, blank lines that have no data in any field will disappear and lines with detail will condense.
Apologies for the earlier misunderstanding and we appreciate those who've feedback on the idea here too.
There aren't any direct plans for changing this behaviour for now. We have a keen eye on the interest here so please add your support through votes and importance.
For the time being, if you'd like to add a blank line in your quote you'll need to enter a character in the description field of the line - This could just be a hyphen or full stop
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