allcover's avatar
allcover
Experienced Cover User
13 years ago
Status:
Done

Sales: Record a Quotation

I think having an area for doing Quotes would be great. Will this be something you will look into

 

"quotation"

Sales
T:Cash In
  • KQF's avatar
    KQF
    14 years ago

    Would love to see quotes that can convert to invoices.

    • Bob's avatar
      Bob
      Trusted User
      14 years ago

      Hi KQF,

      I use v12, and there is a provision for invoicing straiught from Quotes.

      At he bottom of the quote is a button for doing this.

      ........Bob

      • greenedge's avatar
        greenedge
        13 years ago
        Bob wrote:

        Hi KQF,

        I use v12, and there is a provision for invoicing straiught from Quotes.

        At he bottom of the quote is a button for doing this.

        ........Bob

        Yes .. but not in Live Accounts yet

        Dan

  • StevePick's avatar
    StevePick
    Former Staff
    13 years ago
    Status changed:
    New
    to
    Planned
    Hi, yes, work on adding quotes into LiveAccounts is underway. Regards, Steve
  • allcover's avatar
    allcover
    Experienced Cover User
    13 years ago

    Fantastic news it will be so great to keep all work in the one program

  • CarlyD's avatar
    CarlyD
    12 years ago

    How is this process going? i am very eager to use Live accounts but need quoting for it to be worthwhile.

    Thanks

  • VarFernando's avatar
    VarFernando
    Former Staff
    12 years ago
    Status changed:
    Planned
    to
    Coming Soon
    Quotes are under development, and we hope to release a Beta version by early August '13.
  • JasonHill's avatar
    JasonHill
    Former Staff
    12 years ago
    Status changed:
    Coming Soon
    to
    Done
    Quote functionality has now been included in LiveAccounts. We hope it makes business life easier for you. Thanks again for all your input.