Quotes, Contracts, Invoices, Payments - All in one feature | Voters

Quotes, Contracts, Invoices, Payments - All in one feature

in progress

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

April 26, 2023

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:

Nathan Quinn

Very handy for any variable rate clients. Ideally quoting from the lead connector app would be perfect!

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.

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!

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).

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

Tiyana Robinson

I soft launched my Saas last month and have over 100 users, most of whom are in the Bridal space. They're moving over from Dubsado/Honeybook/17hats. Here are the features I'd like to see: https://www.loom.com/share/062590c7fe7a493c8a493e102edf753e?sid=bd94bcc4-5537-4fb5-bbc8-455969591a7e

David List

Tiyana Robinson I love this idea and applies to many different industries. Great idea

Matt Smith

Tiyana Robinson 100% agree!!

Heidi Wruck

Tiyana Robinson That was a great visual thanks so much for sharing!

Sales & Marketing

Tiyana Robinson: Thanks for this! We are reviewing it

Sales & Marketing

marked this post as

in progress

John M

Sales & Marketing --- Don't forget many of the points mentioned below --- i.e. --- Christopher Neustedter makes a very good point... In most cases 3-in-1 can not be static. There is a reason all three documents have been separate for 100+ years. In most cases custom logic between the three docs, based on customer feedback and conversation, will be impossible to avoid which will dynamically impact the subsequent document. I would like to be a beta and use-case test for this, to show you what I mean... as I think what this is asking is how do we automate this process so that it "feels" like a 3-in-1 as much as possible. In some cases it will literally be static as it sounds like that is what is being requested, but in most it will be dynamic.

Tiyana Robinson

John M I would also like to be included in a Beta for this feature! Most of my SaaS users are in the Bridal space and are coming over from Dubsado, 17hats, and Honeybooks and there are many features that we're either missing and/or have to string together crazy workarounds to rebuild their proposal workflow.

Jakin Harper

Sales & Marketing When working on such a large request, is it at all possible to list out the features you've intended on tackling?

Christopher Neustedter

For service based clients, we need to be able to give a quote, send it, and then update the services based on the final service selection, if it's different from the quote. And have it all attached to automation using Workflows would be amazing.

Adam Campbell

This would be an excellent feature for our clients who want to onboard their clients and collect signatures and payment in one seamless process.

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