Settings and activity
3 results found
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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
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Amber Allensworth
supported this idea
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1,431 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment Amber Allensworth
commented
Building on this request, it would also be extremely helpful to have the ability to choose which linked person under a single business contact is used when creating quotes or invoices. Many businesses work with multiple individuals at the same company, and being able to select the correct person (rather than defaulting to the primary contact) would greatly improve accuracy and tracking.
Amber Allensworth
supported this idea
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31 votes
Hi Gloria, could you give detail on what is missing in the packing slip that doesn't quite suit your clients needs here?
An error occurred while saving the comment Amber Allensworth
commented
My client's workflow relies heavily on detailed customer tracking, quoting, and shipping processes. Please add internal-only shipping fields to quotes and invoices (e.g., carrier, method, paid by, and account used). These should remain hidden from the customer, but allow businesses to track shipping details directly on the transactional document, similar to QB fields.
Amber Allensworth
supported this idea
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It would also be incredibly helpful to have the ability to search quotes by product or service item. Many businesses need to quickly reference past quotes for specific products, and not having this functionality creates extra manual work.
This could be implemented in two ways:
• Adding quotes to the product history so that the product record shows all related bills, invoices, and quotes, or
• Enhancing the quote search bar to allow searching by product number or item code.
Either option would significantly improve efficiency for product-based businesses.