Show setup cost and if cost are reoccurring in documents!
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David Garcia
What is the point in allow us to fill in reoccurring costs, and set up costs if they do not show up on documents sent to the client?
why do I have to then tell them, "oh there is a set up cost" or have to update the set up costs manually every time I send a bid? why do I have to look up the setup costs of the prodcuts in order to add them manually to the document?
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Canny AI
Merged in a post:
Split Reocrring cost from once off cost
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Marius Coetzee
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Sales & Marketing
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Josh Erdman
totally agree, as a service business clients want to know the upfront costs and then the ongoing monthly costs. This must be broken out. Most service agencies (myself included) cannot use the proposal tool until this exists.
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myEPIC CRM
This would be really useful.
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Marius Coetzee
Can we split the totals at the bottom of the cost into total recurring and once off, in the product list widget? The way it works now it totals the amounts so i customer, now needs to work out what would be once and recurring? Is it also possible to pull this through from the product so that it indicates this on the proposal? a added benefit would be if it could be totalled automatically?
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Josh Erdman
Marius Coetzee 0 I really want this feature, but I think it will gain better visibility if you can fix the typo in the title. It should be spelled: "recurring"
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Marius Coetzee
Josh Erdman thx