Details
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Type: Story
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Status: Closed
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Priority: Major
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Resolution: Fixed
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Affects Version/s: 4.0.0
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Fix Version/s: 5.7.0-b1
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Component/s: None
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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:
- Invoices generated from a quote will be separate entities, and the original quote will continue to exist.
- Quotes will have their own numbering schema and quote numbers will never be re-used, even if a quote is deleted.
- Quotes can be emailed to the client similar to invoices, one at a time or in bulk
- Quotes will look similar to invoices but contain different language (ie Quote instead of Invoice)
- There may need to be some additional options when creating a quote like hourly rate, terms, how long the quote is good for
- 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.
- Clients should be able to view and approve their quotes. Approved quotes should automatically be invoiced, similar to an admin invoicing the quote.
- Emailed quotes to a client should use a new email template specifically for quotes
- Should be able to set a "Valid Until" date on a quote.
- 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.
1. |
Quotation System: Database | Closed | Abdy Franco |
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2. |
Quotation System: Model | Closed | Abdy Franco |
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3. |
Quotation System: Navigation | Closed | Abdy Franco |
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4. |
Quotation System: Widgets | Closed | Abdy Franco |
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5. |
Quotation System: Add/Edit | Closed | Abdy Franco |
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6. |
Quotation System: Automation | Closed | Abdy Franco |
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7. |
Quotation System: Convert to Invoice | Closed | Abdy Franco |
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8. |
Quotation System: View/Download | Closed | Abdy Franco |
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9. |
Quotation System: Emails | Closed | Abdy Franco |
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