Settings and activity
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32 votes
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Tim McIntyre
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501 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Tim McIntyre
supported this idea
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26 votesTim McIntyre
supported this idea
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53 votes
An error occurred while saving the comment Tim McIntyre
commented
There are three parts to this.
When creating a new contact, instead of having to add an address separately or as another option. It would be great to include the address as part of the contact details like it used to be.It would also be good to have the ability to select a group/category at this point as part of the option that you can Tab through. Not as another box that you have to open and add.
After creating a quotation it would be great to click on the contact and go through to the contact details.
Contacts - It would be great as a default option to open contacts and see the last added instead of having to enter details.
Tim McIntyre
supported this idea
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I am a small timber flooring business, we supply, install and finish timber & cork flooring.
I currently produce three quotes for most floor sanding clients, as we have three different coating systems.
It would be great to be able to template a standard floor sanding and finishing quotation with the first line item being the sanding component, the second being the selected coating system, and the third being any additional products or services.
Then separate line items that have a description and cost for the other two coating variations/options.
To make this even better, the template could be loaded with up to six PDFS that can accompany a quote so that no one forgets to attach them.
Then to top it all off have the Anylitics Plus metrics tied to quotes, accepted, declined, purchase orders and invoices.
While I'm here, the ability to do a bulk % increase to all inventory and services at once would be great.