Feature Requests
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Quote system enhancements

Eric Caldwell shared this idea 5 years ago
Under Consideration

We desperately need to get the quoting system up to snuff. The quotes that go out now have no way to attach TOS or other legal documents when sending out the quote.

1. What we need are WYSIWYG fields above and below the quote system (admin page) where can add any time of image or content. To make it even nicer, it would be great to be able to set a page break so that you could create great looking cover pages, with the next page being the quote, and a last page being legalese.

2. We need to be able to save quotes as templates so that we can create a library of common quotes.

3. We need a way for people to accept a quote from the website where they can click an accept checkbox to indicate they agree.

Thoughts?

Comments (15)

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Also need:

  1. Predefined items descriptions brought into the quote
  2. ability to reorder quote items

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I am finding now the quote tool is worse than I thought. I can not include add-on as predefined! Not to mention that quotes descriptions for predefined items don't include the description. I find myself wondering if WHMCS is worth the cost, I need a fantastic quote builder. WHMCS comes with a quote builder that is not even average, it is one of the worst quote builders I have ever used.