Details

    • Type: Story
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 4.0.0
    • Fix Version/s: 5.7.0-b1
    • Component/s: None
    • Labels:
      None

      Description

      See subtasks for details

      Admin Area

      • New Quotes widget on the Client Profile page.
      • Staff can create quotes, which appear almost identical to invoices.
      • Staff can change the status of quotes: Draft, Accepted, Lost, Dead
      • Staff can email the quote to a client (Like invoices)
      • Staff can convert the quote to 1 or 2 invoices, with x% for initial invoice and remainder in the 2nd, and set the due date for each. (Or, staff can create only 1 invoice but specify the % and the % invoices is tracked with the quote so that staff can see how much the quote has been invoiced for)
      • Quotes also appear under Billing > Quotes

      Client Area

      • New navigation link for Quotes. This could possibly be a sub-item under another link, but not sure which.
      • Clients can view quotes.
      • Clients can accept quotes.

      – original information –

      Quotations can be an invoice type like Draft if this makes sense, but will differ in several ways:

      1. Invoices generated from a quote will be separate entities, and the original quote will continue to exist.
      2. Quotes will have their own numbering schema and quote numbers will never be re-used, even if a quote is deleted.
      3. Quotes can be emailed to the client similar to invoices, one at a time or in bulk
      4. Quotes will look similar to invoices but contain different language (ie Quote instead of Invoice)
      5. There may need to be some additional options when creating a quote like hourly rate, terms, how long the quote is good for
      6. Admins need a way to invoice for the quote: Generate a single invoice or Generate two invoices, a deposit and final amount. If two invoices are selected, ask for % required for deposit and when the 1st and 2nd invoice should be due. We may also wish to set a billed date for the 2nd invoice as well, as it would then not be sent right away. If generating a single invoice, we should ask for the due date also for the invoice.
      7. Clients should be able to view and approve their quotes. Approved quotes should automatically be invoiced, similar to an admin invoicing the quote.
      8. Emailed quotes to a client should use a new email template specifically for quotes
      9. Should be able to set a "Valid Until" date on a quote.
      10. Add a new widget in the admin area, under a client profile page called "Quotes". If they don't want to use it, they can minimize and put at the bottom or something. For the client area, add a new nav link for Quotes (We may want it to be a sub-item of something?)

      More details needed.

        Activity

        There are no comments yet on this issue.

          People

          • Assignee:
            abdy Abdy Franco
            Reporter:
            admin Paul Phillips
          • Votes:
            0 Vote for this issue
            Watchers:
            1 Start watching this issue

            Dates

            • Created:
              Updated:
              Resolved:
              Fix Release Date:
              4/May/23

              Time Tracking

              Estimated:
              Original Estimate - Not Specified
              Not Specified
              Remaining:
              Remaining Estimate - 0 minutes
              0m
              Logged:
              Time Spent - 7 weeks, 3 hours, 5 minutes
              7w 3h 5m

                Agile