Send an estimate/quote before sending a contractual proposal
complete
Jessica Madrigal
Proposals and contracts are binding, so I want something more lightweight, like a quote or estimate. The items in the estimate can flow into a binding proposal/contract, which then flow into a project and then invoice. Some software tools call this process sending an invoice so you can see what I will work on and eventually bill.
Geoff Mina
complete
This feature is now in live as part of our Summer '22 Agreements update.
Dano Qualls
Dano Qualls
under review
Dano Qualls
An example is a website that I did. It's got a detailed breakdown of each task or "deliverable" that is included in the website buildout. Even though I'm charging a fixed price and collecting a deposit and final payment of the full amount... clients want the full breakdown of what they are paying for.
Dano Qualls
How about when you create an estimate or proposal, there is a wizard-like intro that asks if you want a formal contract with signatures or a less format estimate with the option of inserting an "approve estimate" button. When you exit the wizard, the correct blocks are in place. This would add discoverability to features.
Abby Tovell
Dano Qualls: Even better!