Integrate Proposals/Estimates into Workflows | Voters

Integrate Proposals/Estimates into Workflows

under review

George Bronson

Need triggering events, as well as access to fields throughout commands incl math, email, conditional logic, pipelines, etc. Seems should be able to (upon receiving signed copy) autogenerate an invoice.

August 18, 2023

Mike Upton

There should be a way using forms to create an estimate. This would be huge for service businesses like landscapers, junk haulers, salons, barber shops ect.
The form builder should be able to add "Products" or services as radio and checkboxes where a customer could select what "Products" they want and it shows them an estimated total at the bottom. Then once they submit it, we should be able to set up an estimate template that pull those selection into the estimate and auto emails it to the customer. 
Using workflows the business owner would get a notification that the estimate request was submitted so that customer can be called and more detail collected for a job.

Robert Diaz

It seems that on mobile you cannot select a contact to send estimate to if they don't have an email on file. This is not a limitation when sending from desktop. Some contacts only have a phone and this shouldn't be a limitation at all. Please fix.

Keith Besherse

Must have the option for a free text variable data description of the job to be done and ability to price that job based on the estimator's experience while looking at the job site.

The category/title might be a drop down. But the complexity of the job can be a huge range from simple to complex.

Robert Diaz

I just did an depth testing of the Estimates & Invoices module to help a contractor migrate from Houzz and man, it was a pain! Current Estimates are lacking MAJOR features that makes it impossible for contractors using Jobber, Houzz, Joist, Zoho and others to migrate. Here are all the issues I could find:

Estimates should be separate from Contracts: Estimates should be as simple to use as Invoices. Contractors are not going to create a full document when they are used to just add products. Estimates should have the same layout/functionality as Invoices.
Convert to Invoice: There needs to be a manual option for admins to convert an estimate to an invoice.
Set a dynamic custom email: There are about 10 notification templates form emails and more for estimates. In order to customize the email template, admin has to literally create over 10 individual emails which is non-sense and a pain! We need to be able to create ONE HTML template for design purposes only and the content of each email notification should be dynamic. This should apply for purchase receipts also.
Ability to add custom fields to design settings: Currently we have to choose from color to customize the template. We need to be able to add a custom field containing the account's primary color to make this process scalable.
Add more flexible design options & templates: Companies like Jobber, Zoho have professionally designed estimate/invoice templates from the getgo. In addition to this, current design options are extremely limited and we cannot replicate a professionally designed estimate due to these limitations.

Addressing all these issues will allow our platform to be able to compete with others in this front because contractors will not migrate if they cannot use this feature which is essential for their day to day operations. Thanks

Robert Diaz

Estimates needs to be as easy as Invoices. Currently Estimates are more akin to proposals where the user starts with a blank screen which is a subpar experience. You can reference how easy the UI/UX Houzz pro makes it for contractors to create an estimate https://www.houzz.com/for-pros/feature-estimates

Luke Patrick

We also need to be able to say which document is being created. At the moment we cannot tell if it is a proposal, estimate, or contract... It is all one and the same.

Alan Walker

Need to be able to logic on the product ID based on an order

Chris Arias

We've had to shoehorn the Proposal/Estimate feature to host an NDA. We need a Completed Proposal/Estimate to become a Goal option. Currently there is no goal option for this.

Brandon Lee

Please allow for when automation generates a drafted contract, to be able to reference the unique link to send in follow up emails and sms. Being able to follow up with SMS to sign the contract with link, would be mind blowing!!!

Marie Hale

I desperately need to be able to trigger an invoice with the products that are included in the proposal/estimate once it is signed

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