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Add new functionalities/Add new functionalities!
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Contacts (18)
Projects (42)
Prospects (3)
Submissions (63)
Work order (16)
Order form (6)
Timesheet (7)
PUNCH (App mobile) (9)
Production schedule (23)
Invoicing (46)
PDF (11)
Preferences (30)
Reports (11)
API (8)
Evaluate/Validate relevance (4)
Discussion to have (8)
Internal (9)
Order of materials submission
Have the possibility to put the materials in the order you want in the submission.
9
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Soumissions
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complete
17
Update of prices quotes with new list
If I go to an existing quote and want to update all the material prices, there is a function for that without doing it manually for each material
1
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Soumissions
·
complete
7
Product update
Have the possibility to put the price of the products in the database from the quotation.
1
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Soumissions
·
complete
3
SUBMISSION TEMPLATE
Have the possibility to establish one or more submission templates without having to duplicate an existing submission. This template would reduce the risk of errors
1
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Soumissions
·
complete
4
Submission report
Be able to export via Excel or view a submission report
1
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Soumissions
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complete
1
copy checklists when duplicating a bid
1
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Soumissions
·
complete
3
PAGE BREAK (layout)
Can we have an option to integrate page breaks in the location of our choice?
1
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Soumissions
·
complete
2
Add a button on a material in the submission
Have the option to change the list price in a material on a submission
2
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Soumissions
·
complete
8
% deposit required
add% deposit required and insert the “required deposit” at the bottom of the quote completion because it is an often requested option (instead of having to click on the pencil to edit the quote) + add when sending the quote to the customer
2
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Soumissions
·
complete
4
Automatic reminders to OFF per customer
Be able to turn off reminders for some customers
6
·
Soumissions
·
complete
10
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