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65 votes
Thanks for adding your support and feeding back on your needs in this idea, everyone.
While we understand how multiple sections with separate subtotals could make it easier to present options clearly and avoid sending several quotes to the same customer, we want to be upfront that this is not something we have development plans for in the near term.
Right now, a couple of options to add structure would be to use description-only lines as section headings within a quote. Alternatively, attaching separate documentation that accompanies your quote and depicts the breakdown.
We understand this isn't the ideal solution you're after here but may help some present quote details more clearly.
Another option is to explore our ecosystem apps to see if there's a service that can accommodate your full quoting needs.
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Tim McIntyre
supported this idea
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538 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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33 votesTim 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.