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Hi There,
I'm starting using quotes and I like the idea of sharing lots of info fields with Invoices, but I think there are some room for improvements:
What do you think?
I'm starting using quotes and I like the idea of sharing lots of info fields with Invoices, but I think there are some room for improvements:
- When submitting a quote I need sometimes to provide detailed information about the work to perform. It would be great to be able to add this with some HTML formatting. Using the notes field does not work because it strips all the formatting.
- Some quotes also need to attach documents to specify for instance a wireframe or a program workflow. It would be great to have the possibility of including attachments to the quote in some way. Also if the attachment is a pdf file, joining it in the resulting pdf would be awesome.
What do you think?
Accepted Answer
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Regarding 1, is this something you can consider for next release? It would be great
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Germinal Campsmore than a month agoyes, definitely :)
Responses (3)
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Accepted Answer
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Accepted Answer
0Hello Mr. Camps:
I am a new customer and have familiarized myself with this release. I respectfully echo Mr. Camara's suggestion. I generally must include Standard Terms and Conditions with my quotes. As such, some way to attach them would be very helpful. I typically tailor our standard terms for each client, so a link to a general termsheet on my site would not work. Thanks for considering this.
With kind regards,
Nadine at Solia.-
Germinal Campsmore than a month agowe will definitely consider it. thanks!
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Accepted Answer
0Hi JoomlaThat team,
I didn't find any way to attach file to an invoice... Any improvment has been done about that or is it still on a "todo" list ?-
Germinal Campsmore than a month agoThis is not on our todo list at the moment, sorry...
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thanks. 
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