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  1. Quotes - Import/Export ability

    130 votes

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    submitted  ·  64 comments  ·  For small businesses » Business features  ·  Admin →
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    Peter Wilkins commented  · 

    yes please this feature would really help

    Peter Wilkins supported this idea  · 

  2. Quotes - Ability to create multi-section quote

    13 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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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 ?

    Peter Wilkins supported this idea  ·