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3 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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13 votesCHRISTOPHER TENG
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8 votesCHRISTOPHER TENG
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9 votesCHRISTOPHER TENG
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40 votesCHRISTOPHER TENG
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10 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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5 votesCHRISTOPHER TENG
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6 votesCHRISTOPHER TENG
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8 votesCHRISTOPHER TENG
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26 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
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17 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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16 votesCHRISTOPHER TENG
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9 votesCHRISTOPHER TENG
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40 votesCHRISTOPHER TENG
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13 votesCHRISTOPHER TENG
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55 votesCHRISTOPHER TENG
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16 votesCHRISTOPHER TENG
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19 votesCHRISTOPHER TENG
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