Damien Knight
complete
You can create Quote templates (similar to job templates) to save you time while putting similar quotes together, you can see how to do so here: https://help.workever.com/en/articles/5792401-quote-templates
Damien Knight
in progress
Damien Knight
planned
Hannah Forey
If we could also have variable options for quote prices, this would be great.
For example we offer a package to our customers of either 4 or 6 visits a year, they would choose either but not both. At the moment the quote totals the price up all together and then we have to manually remove the option they do not want to go ahead with when they place the order.
However when a customer receives this and see's the total figure it can scare them off actually reading the quote properly to see it is actualy just broken down and that, that bit is automatically totally up
Damien Knight
Hannah Forey: Another feature request is needed for this - which is more optional quote items that the customer can choose, or something along these lines.
Dan S
- Check if it is possible to convert quote template to job template and keep the quote data. When clicking the 'Convert Quote to Job' button.