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521 results found
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29 votes
Hi 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
CHRISTOPHER TENG
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16 votes
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.
CHRISTOPHER TENG
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14 votesCHRISTOPHER TENG
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8 votesCHRISTOPHER TENG
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12 votes
Thanks for sharing details behind your needs in this request, everyone.
Right now, accepting deposits with Stripe (that’s in the process of being rolled out) is limited to approved invoices rather than quotes, so paying directly from a quote isn’t supported in the current release.
We do see the value in enabling payment earlier in the sales flow, and future plans for deposits include exploring earlier stages such as quote-based workflows. We’ll return with more news here if, and when that becomes more concrete.
CHRISTOPHER TENG
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41 votesCHRISTOPHER TENG
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13 votesCHRISTOPHER TENG
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5 votes
We 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
CHRISTOPHER TENG
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5 votesCHRISTOPHER TENG
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6 votesCHRISTOPHER TENG
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9 votesCHRISTOPHER TENG
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12 votesCHRISTOPHER TENG
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30 votes
Thanks 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.
CHRISTOPHER TENG
supported this idea
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20 votes
Hi 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.
CHRISTOPHER TENG
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18 votesCHRISTOPHER TENG
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9 votesCHRISTOPHER TENG
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46 votes
Hi everyone, thanks for the support you’ve added here.
While it's not possible to accept a payment on a Quote at this time, as you may have seen we’re in the process of releasing the ability to accept a deposit on an approved invoice.
That said, we do want to share that future plans for deposits include exploring earlier points in the sales cycle, such as from a quote. We understand this is a closely related workflow and we’ll share if there’s more progress to connect back here.
CHRISTOPHER TENG
supported this idea
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17 votes
Hey team, thanks for raising and supporting this Idea! we have now moved this to Gaining Support so now you can share with colleagues and friends to vote and comment on it. We appreciate all the support given so far this all helps with future developements.
CHRISTOPHER TENG
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61 votes
Hi 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.
CHRISTOPHER TENG
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19 votesCHRISTOPHER TENG
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