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  1. Blesta Core
  2. CORE-2401 Quotation System
  3. CORE-4797

Quotation System: Add/Edit

        Details

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

          Description

          There should be fields for Title, Status (default to draft), Date Created (default to today), Date Expired (default to today + default_quotation_valid_days). There should also be a line item interface like that in the invoice add/edit. Also a currency selector and and expandable textarea for Notes (defaulted to default_quotation_notes). If the selected status is "pending" then a checkbox should be shown for sending the quote as a PDF email along with a textbox for which email to send to (defaulted to the client's email).

          There should also be a price presenter box like that on the invoice pages.

          Quotes that are approved, expired, dead, or lost should not be editable except their status.

            Activity

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            jonathan Jonathan Reissmueller created issue -
            jonathan Jonathan Reissmueller made changes -
            Field Original Value New Value
            Description There should be fields for Description, Status (default to draft), Date Created (default to today), Date Expired (default to today + default_quotation_valid_days). There should also be a line item interface like that in the invoice add/edit. Also a currency selector. If the selected status is "pending" then a checkbox should be shown for sending the quote as a PDF email along with a textbox for which email to send to (defaulted to the client's email). There should be fields for Description, Status (default to draft), Date Created (default to today), Date Expired (default to today + default_quotation_valid_days). There should also be a line item interface like that in the invoice add/edit. Also a currency selector. If the selected status is "pending" then a checkbox should be shown for sending the quote as a PDF email along with a textbox for which email to send to (defaulted to the client's email).

            There should also be a price presenter box like that on the invoice pages.
            jonathan Jonathan Reissmueller made changes -
            Description There should be fields for Description, Status (default to draft), Date Created (default to today), Date Expired (default to today + default_quotation_valid_days). There should also be a line item interface like that in the invoice add/edit. Also a currency selector. If the selected status is "pending" then a checkbox should be shown for sending the quote as a PDF email along with a textbox for which email to send to (defaulted to the client's email).

            There should also be a price presenter box like that on the invoice pages.             		There should be fields for Description, Status (default to draft), Date Created (default to today), Date Expired (default to today + default_quotation_valid_days). There should also be a line item interface like that in the invoice add/edit. Also a currency selector. If the selected status is "pending" then a checkbox should be shown for sending the quote as a PDF email along with a textbox for which email to send to (defaulted to the client's email).

            There should also be a price presenter box like that on the invoice pages.

            Quotes that are approved, expired, dead, or lost should not be editable except their status.
            jonathan Jonathan Reissmueller made changes -
            Description There should be fields for Description, Status (default to draft), Date Created (default to today), Date Expired (default to today + default_quotation_valid_days). There should also be a line item interface like that in the invoice add/edit. Also a currency selector. If the selected status is "pending" then a checkbox should be shown for sending the quote as a PDF email along with a textbox for which email to send to (defaulted to the client's email).

            There should also be a price presenter box like that on the invoice pages.

            Quotes that are approved, expired, dead, or lost should not be editable except their status.             		There should be fields for Title, Status (default to draft), Date Created (default to today), Date Expired (default to today + default_quotation_valid_days). There should also be a line item interface like that in the invoice add/edit. Also a currency selector. If the selected status is "pending" then a checkbox should be shown for sending the quote as a PDF email along with a textbox for which email to send to (defaulted to the client's email).

            There should also be a price presenter box like that on the invoice pages.

            Quotes that are approved, expired, dead, or lost should not be editable except their status.
            jonathan Jonathan Reissmueller made changes -
            Description There should be fields for Title, Status (default to draft), Date Created (default to today), Date Expired (default to today + default_quotation_valid_days). There should also be a line item interface like that in the invoice add/edit. Also a currency selector. If the selected status is "pending" then a checkbox should be shown for sending the quote as a PDF email along with a textbox for which email to send to (defaulted to the client's email).

            There should also be a price presenter box like that on the invoice pages.

            Quotes that are approved, expired, dead, or lost should not be editable except their status.             		There should be fields for Title, Status (default to draft), Date Created (default to today), Date Expired (default to today + default_quotation_valid_days). There should also be a line item interface like that in the invoice add/edit. Also a currency selector and and expandable textarea for Notes (defaulted to default_quotation_notes). If the selected status is "pending" then a checkbox should be shown for sending the quote as a PDF email along with a textbox for which email to send to (defaulted to the client's email).

            There should also be a price presenter box like that on the invoice pages.

            Quotes that are approved, expired, dead, or lost should not be editable except their status.
            abdy Abdy Franco made changes -
            Assignee Abdy Franco [ abdy ]
            abdy Abdy Franco made changes -
            Status Open [ 1 ] In Progress [ 3 ]
            abdy Abdy Franco made changes -
            Remaining Estimate 0 minutes [ 0 ]
            Time Spent 3 hours, 18 minutes [ 11880 ]
            Worklog Id 16086 [ 16086 ]
            abdy Abdy Franco made changes -
            Time Spent 3 hours, 18 minutes [ 11880 ] 1 day, 3 hours, 17 minutes [ 40620 ]
            Worklog Id 16087 [ 16087 ]
            abdy Abdy Franco made changes -
            Time Spent 1 day, 3 hours, 17 minutes [ 40620 ] 2 days, 2 hours, 32 minutes [ 66720 ]
            Worklog Id 16090 [ 16090 ]
            abdy Abdy Franco made changes -
            Status In Progress [ 3 ] In Review [ 5 ]
            Resolution Fixed [ 1 ]
            abdy Abdy Franco made changes -
            Time Spent 2 days, 2 hours, 32 minutes [ 66720 ] 3 days, 2 hours, 14 minutes [ 94440 ]
            Worklog Id 16091 [ 16091 ]
            jonathan Jonathan Reissmueller made changes -
            Status In Review [ 5 ] Closed [ 6 ]

              People

              • Assignee:
                abdy Abdy Franco
                Reporter:
                jonathan Jonathan Reissmueller
              • Votes:
                0 Vote for this issue
                Watchers:
                2 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 - 3 days, 2 hours, 14 minutes
                  3d 2h 14m

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