Quotes, Contracts, Invoices, Payments - All in one feature
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Puja Misra
Would like GHL to have the ability to send a 3 in 1 document link to clients, like sen in 17HATS, Dubsado, Honeybook etc. All you have to do is create a quote/proposal, contracts with legally binding esignature and invoice linked to payment. Eliminating the need to have the extra softwares. Attaching a screenshot of what I mean from 17 Hats. Thanks
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Sales & Marketing
complete
You can now
- Add a product list to your document
- Enable direct payment after contract signing
- User can pay the invoice upfront
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Jeff Kelly
Sales & Marketing Do these show up in the Invoices section when they are paid? I'm trying to understand the reporting and financial tracking for our subscribers. Thanks
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Jeff Kelly
Sales & Marketing There is a massive usability issue on the product widget on documents as seen in the screenshot.
This sub-account has hundreds of products and the add-product dropdown doesn't have the ability to strt typing letters to filter the list. Nor is the product list alphabatized which could be a quick workaround.
This client spends 1-3 minutes to add each product. For a quote with 10 products it take 10 to 30 minutes to create a quote.
Invoices and estimates have a text filter on the same add-product dropdown. Adding that here would be a huge win.
Please see screenshot. This is on a document product block when adding a product for an account with over 100 products. This impacts all our clients with more than about 20 products.
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Sales & Marketing
in progress
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Sales & Marketing
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This is now live - https://ideas.gohighlevel.com/changelog/new-product-estimates-now-live
Drop your feedback please. 2 in 1 documents for proposal to payment accepting is also coming soon
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G J
Sales & Marketing: Fab!
Wouldn't it need to be Estimates & Invoices? If not, allow us to rename the feature name to 'Quotes & Invoices'.
- The ability to include a 'Contract' is missing in the flow.
Q - Does 'Estimates in Workflows' mean that all these actions are going to be automated so there's no manual involvement? If not, can we automate the whole thing i.e. an estimate getting sent, approval/rejection notifications, payment received, invoice sent, etc. updating the opportunity at every stage...
also can you attach a calendar to the flow for customers who paid to book a slot - as this is mandatory for service businesses.
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Jeff Kelly
Sales & Marketing Usability issue on product selection on a modern but small screen laptop. See screenshot. Notice that the product name filter is only showing 1 character.
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Jeff Kelly
Sales & Marketing Overall Estimates are very appreciated however this is a very underwhelming feature delivery compared to the title and description of the feedback item
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Nathan Quinn
Sales & Marketing is it not available on the mobile app? I thought that was the primary use case behind the feature so that we can provide our clients the ability to quote variable priced products simply and remove the need for another product or double handling.
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Jeff Kelly
Sales & Marketing Ability to have default Terms & Notes text is extremely important to avoid needing to manually type that out all the time or do a find doc, open doc, copy, paste, close doc
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G J
Nathan Quinn: ETA - 2 weeks!
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Nathan Quinn
G J <3 thank you
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Tiyana Robinson
Jeff Kelly I agree... this isn't what we asked for.
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Jeremy Maher
We also need a toggle for not allowing the signer to edit custom fields? It could be setup where we click the custom field, then there is a toggle.
Plus upvote this suggestion:
Currently there is a work around to make the employee the signer for those custom fields, but then that requires the employee to sign every document. We don't want there to be a secondary signature needed for employee or owner to have to sign. This causes extra work for the employee and has to be done on hundreds of these. Thanks for considering!
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Clifford Paulick
Basically ability to send a bundle of documents instead of multiple sends of single documents. Here's how one looks from Lobbie.com eSign platform:
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Nathan Quinn
Very handy for any variable rate clients. Ideally quoting from the lead connector app would be perfect!
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Nick Flowers
We need to be able to access the information that is submitted outside of the contract. That makes the current contract system not very useful - you can't access any of the submitted info for workflows. So you have to start with a form and the user submits that with custom field info, then give them a contract where it auto-populates everything they submitted in the form to sign. But that's an unnecessary step. And if they change anything, it won't be reflected on their contact values.
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Maximilian Perhab
PLEASE translate the Invoice Template in German. It is NOT useable for our german speaking clients.
Or just give the option to overwrite the text in the template. :)
That would be so important.
Thank you!
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Oswaldo Aviles
In addition to all the great ideas mentioned in this thread, I would like to suggest the functionality to modify the names of some predefined fields. This is particularly important because the automatic translation to Spanish is generally not very good across the entire platform. Some fields we need to modify include, for example, the subtotal and total, as well as customizing the columns based on product fields like description, unit of measure, etc. One idea you could consider (and which has already been mentioned here) is the level of customization offered by Zoho Books. Although it is not extensive, it would give us the ability to migrate most of our clients to GHL.
Additionally, it would be very helpful to have the ability to create an estimate and convert it into an invoice. Ideally, this could be something similar to the stages offered by Zoho Books for each document: draft, sent, and accepted (for estimates), or paid (for invoices).
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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
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