alexistkd Posted October 23, 2013 Report Share Posted October 23, 2013 Hi i cant see in the blesta demo a section to create quote or estimates for future clients thank you very much. Amyamoxylea 1 Quote Link to comment Share on other sites More sharing options...
0 Michael Posted October 23, 2013 Report Share Posted October 23, 2013 You can make draft invoices, but I don't believe we can make quotes (yet). Quote Link to comment Share on other sites More sharing options...
0 Paul Posted October 23, 2013 Report Share Posted October 23, 2013 Quotes aren't in here yet, but more and more people have been asking about it. We have been trying to decide whether to build a quote system into the core, or build it into a more advanced, project management system. interfasys 1 Quote Link to comment Share on other sites More sharing options...
0 MemoryX2 Posted October 23, 2013 Report Share Posted October 23, 2013 Quotes aren't in here yet, but more and more people have been asking about it. We have been trying to decide whether to build a quote system into the core, or build it into a more advanced, project management system. Personally I think it would probably be better in project management. Anything I'm going to make a quote for is some type project. Quote Link to comment Share on other sites More sharing options...
0 Michael Posted October 23, 2013 Report Share Posted October 23, 2013 Quotes aren't in here yet, but more and more people have been asking about it. We have been trying to decide whether to build a quote system into the core, or build it into a more advanced, project management system. Personally I think it would probably be better in project management. Anything I'm going to make a quote for is some type project. I agree, but maybe a simple quote system for core, and the project management expands it? FRH Dave 1 Quote Link to comment Share on other sites More sharing options...
0 Paul Posted October 24, 2013 Report Share Posted October 24, 2013 I agree, but maybe a simple quote system for core, and the project management expands it? It's a possibility. Quotes would actually be very similar to draft invoices. Michael 1 Quote Link to comment Share on other sites More sharing options...
0 Clare Posted October 31, 2013 Report Share Posted October 31, 2013 I would love a quote feature as well. I currently use Bidsketch to create and send quotes. It would be nice if they were all in one place. Bidsketch does have some pretty cool features. Thanks. Quote Link to comment Share on other sites More sharing options...
0 webjive Posted November 23, 2013 Report Share Posted November 23, 2013 We would love to see a quote system as well. We're looking to defect from WHMCS and the quote system is a big part of our web design business. We started using the WHMCS quote system a little over a year ago and we're now up to 1300 quotes. One of the big downsides to the WHMCS quote system is, it does't let you assign prospects to a group (WHMCS doesn't support multi-company) so, you have to turn to a third-part module for that. For us to move all of our web companies over, we would need a quoting tool that sends a prospect a link to view and accept the quote and once that quote hits the system, the ability for us to convert it to an invoice with the option to split it if needed. As you can see, a quote system should not be tied to a PM system since it needs more features that it seems. Thoughts? Quote Link to comment Share on other sites More sharing options...
0 Michael Posted November 23, 2013 Report Share Posted November 23, 2013 We would love to see a quote system as well. We're looking to defect from WHMCS and the quote system is a big part of our web design business. We started using the WHMCS quote system a little over a year ago and we're now up to 1300 quotes. One of the big downsides to the WHMCS quote system is, it does't let you assign prospects to a group (WHMCS doesn't support multi-company) so, you have to turn to a third-part module for that. For us to move all of our web companies over, we would need a quoting tool that sends a prospect a link to view and accept the quote and once that quote hits the system, the ability for us to convert it to an invoice with the option to split it if needed. As you can see, a quote system should not be tied to a PM system since it needs more features that it seems. Thoughts? Sounds good, I like the idea of splitting a invoice. You can on Blesta by deleting a line or editing a value and create a new one with the other values. Quote Link to comment Share on other sites More sharing options...
0 Cody Posted November 24, 2013 Report Share Posted November 24, 2013 Paul and I recently had a discussion about quotes on the ride home. I believe the conclusion we came to is that it will not be part of the project management system (though it will be tightly integrated with it). It may be added to the core or offered as a stand-alone plugin instead. I fancy the plugin idea myself. We're still working out all the specs. Michael 1 Quote Link to comment Share on other sites More sharing options...
0 Michael Posted November 24, 2013 Report Share Posted November 24, 2013 Paul and I recently had a discussion about quotes on the ride home. I believe the conclusion we came to is that it will not be part of the project management system (though it will be tightly integrated with it). It may be added to the core or offered as a stand-alone plugin instead. I fancy the plugin idea myself. We're still working out all the specs. wicked mate, sounds good. Quote Link to comment Share on other sites More sharing options...
0 Purevoltage Posted November 25, 2013 Report Share Posted November 25, 2013 Awesome, I can't wait for some more of those features! Quote Link to comment Share on other sites More sharing options...
0 alexistkd Posted January 16, 2014 Author Report Share Posted January 16, 2014 any news on this feature? thank you Quote Link to comment Share on other sites More sharing options...
0 Paul Posted January 17, 2014 Report Share Posted January 17, 2014 any news on this feature? thank you No news on this one just yet, we are still working out all the details. interfasys, Michael and MemoryX2 3 Quote Link to comment Share on other sites More sharing options...
0 alexistkd Posted February 28, 2014 Author Report Share Posted February 28, 2014 still no news? this will be a great feature AwakenStudio 1 Quote Link to comment Share on other sites More sharing options...
0 AwakenStudio Posted September 4, 2014 Report Share Posted September 4, 2014 Any updates? Quote Link to comment Share on other sites More sharing options...
0 Cody Posted September 4, 2014 Report Share Posted September 4, 2014 We don't have any immediate plans for a quote system. Michael 1 Quote Link to comment Share on other sites More sharing options...
0 PauloV Posted September 4, 2014 Report Share Posted September 4, 2014 Any updates? On Blesta you have "Draft" option, just change in language file to "Quote" and you will have a Quotes invoice Clare 1 Quote Link to comment Share on other sites More sharing options...
0 Paul Posted September 4, 2014 Report Share Posted September 4, 2014 On Blesta you have "Draft" option, just change in language file to "Quote" and you will have a Quotes invoice That's an option! Going to be working on a mass mailer and affiliate system, but maybe after that I can spec out the quote system. It will be a little more advanced that renaming drafts. Blesta Addons, Daniel B, PauloV and 1 other 4 Quote Link to comment Share on other sites More sharing options...
0 Blesta Addons Posted September 4, 2014 Report Share Posted September 4, 2014 Going to be working on a mass mailer and affiliate system goot news , shoold be available in final v3.3 or 3.4 ? PauloV, Michael and alexistkd 3 Quote Link to comment Share on other sites More sharing options...
0 Daniel B Posted September 5, 2014 Report Share Posted September 5, 2014 That's an option! Going to be working on a mass mailer and affiliate system, but maybe after that I can spec out the quote system. It will be a little more advanced that renaming drafts. Can't wait, I know we spoke before and you had mentioned planning the ability to save a shopping cart link for someone via the admin panel, hopefully that feature will be include in the quote system? Quote Link to comment Share on other sites More sharing options...
0 Daniel B Posted September 5, 2014 Report Share Posted September 5, 2014 goot news , shoold be available in final v3.3 or 3.4 ? v3.3 is feature frozen, so I'd bet 3.4 or later. Michael 1 Quote Link to comment Share on other sites More sharing options...
0 lori Posted October 6, 2014 Report Share Posted October 6, 2014 On Blesta you have "Draft" option, just change in language file to "Quote" and you will have a Quotes invoice If you do that, how do you email the quote to the client? Quote Link to comment Share on other sites More sharing options...
0 Cody Posted October 6, 2014 Report Share Posted October 6, 2014 If you do that, how do you email the quote to the client? Blesta doesn't make that easy, like it does for all other invoices. I think to prevent a staff member from accidentally sending a draft invoice to a client. Maybe it would make sense to add a setting to allow draft invoices to be emailed/faxed from the client profile just like all other invoices. Michael, Darin, Blesta Addons and 1 other 4 Quote Link to comment Share on other sites More sharing options...
0 lori Posted October 6, 2014 Report Share Posted October 6, 2014 Thanks Cody. Definitely makes sense not to send draft invoices to clients. Would probably work better to have a third option for quotes, so regular invoices and quotes could be emailed, but drafts could not. The only difference needed would be the text on the email that is sent to the client. That would also make it easy to convert a quote directly into an invoice. Quote Link to comment Share on other sites More sharing options...
0 Darin Posted October 6, 2014 Report Share Posted October 6, 2014 I like Cody's suggestion to allow draft invoices to be manually sent from the client profile. Perhaps they can be flagged in some way, such as a pop-up asking you to confirm that you want to send a draft invoice. Personally, I don't need a whole quote system, as I only do this once every year or two. Sending a draft would work fine for me. Call it a quote, if you'd like, but the intent is the same, which is to mutually agree upon a final price. Once agreed, the draft is converted into a regular invoice for payment. Quote Link to comment Share on other sites More sharing options...
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alexistkd
Hi i cant see in the blesta demo a section to create quote or estimates for future clients
thank you very much.
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