Estimates and Proposals need to show one-off and recurring payments
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JP Hogbin
Estimates and proposals do not support one-time and recurring payments.
Currently:
- You can't have separate price lists for one-time and recurring payments (adding 2 price lists results in one overwriting the other).
- Amounts will only show as $xx, not $xx/month
- Do not have separate totals for one-time and recurring.
This shows the current issues when trying to add one-time and recurring payments https://share.descript.com/view/aCPZv626yxE
This makes estimates and proposals unusable in scenarios involving setup (one-time) and recurring payments, so enhancements are needed to address points 1-3 above.
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Sales & Marketing
complete
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JP Hogbin
Sales & Marketing just tested adding two product lists into one document. Setting for one-time or recurring is for the entire document - still cannot have a mix of one-time and recurring products.
Also, amounts will only show as $xx, not $xx/month.
You are also required to set a date for recurring payments - at the time of sending a proposal/estimate you often won't know this.
Josh Collins
This is a HUGE missed expectation for me. Annual contracts are expected in my niche which led me to build the ability for documents/contracts to trigger invoices and therefore automate payment and so I thought, subscriptions.
I'll have to pivot now.