Loading Profile...
quotation functionallity
It would be very cool if you could use FreeAgent to build and send quotations for projects as well as just invoices... cashboard does this quite well. any chance this might get added in a future build?
14
people like this idea
I like this idea!
Tell me when this idea gets some attention.
The more people who like this idea, the more it gets noticed.
The more people who like this idea, the more it gets noticed.
The best points from the company
-
@djwhisky, @MarkF,
We're hearing you loud and clear. I think we'll be working incrementally towards where you want to get to, so watch this space as we bring this out...
The company thinks
this is one of the best points
-
It certainly will. Here's how it might work.
This week we're introducing the ability to manage 'Tasks' - you already use them to categorise timeslips probably.
Next we're going to allow you to set Task estimates (or budgets, if you would rather think of them that way). The Project budget will then become that part of the overall budget which isn't contained in tasks.
You'll be able to create an Estimate/Quotation which is just like an invoice but which also includes Tasks (priced at the project rate) and of course the usual flat-rate items.
You can then track progress against budget and turn the Estimate into an Invoice when the work is done. You'll also need to be able to associate actual expense outlay against Estimate expenses.
More thinking required, but does that fit the bill approximately?
The company thinks
this is one of the best points
-
Inappropriate?It certainly will. Here's how it might work.
This week we're introducing the ability to manage 'Tasks' - you already use them to categorise timeslips probably.
Next we're going to allow you to set Task estimates (or budgets, if you would rather think of them that way). The Project budget will then become that part of the overall budget which isn't contained in tasks.
You'll be able to create an Estimate/Quotation which is just like an invoice but which also includes Tasks (priced at the project rate) and of course the usual flat-rate items.
You can then track progress against budget and turn the Estimate into an Invoice when the work is done. You'll also need to be able to associate actual expense outlay against Estimate expenses.
More thinking required, but does that fit the bill approximately?
The company thinks
this is one of the best points
-
Inappropriate?That definitely sounds like it'll do what I'm hoping for! cheers Ed.
Another thing which would be handy for me would be the ability to track/mark billable items that differ between an invoice and its parent quote.
A mechanism for flagging these up would help with those "But this is 50% more than we agreed!" / "Yes but the project has doubled in scope!" conversations that I enjoy with my clients from time to time.
This might get too complex but perhaps one could arrange things so that if the tracked hours/tasks for a project went above the quoted cost by a certain amount (say 20%), FreeAgent could prompt you to send a requote/update to the client.
anyway keep up the good work chief...
I’m excited
-
Inappropriate?Will we be able to combine a number of quotes into a single invoice? With a lot of my clients I'll quote on a number of separate changes for things on their websites (£20 here, £50 there) and then just do one itemised invoice at the end of the month... I don't really want to go down the route of having a separate invoice for each item...
-
-
Inappropriate?@djwhisky, @MarkF,
We're hearing you loud and clear. I think we'll be working incrementally towards where you want to get to, so watch this space as we bring this out...
The company thinks
this is one of the best points
-
-
-
Inappropriate?BUMP! (As forums would normally say)
The ability to handle the entire client life-cycle from quote->invoice->payment would really make this an even more exceptional tool.
-
Inappropriate?This would be a handy feature! I'd put the receipt/acknowledgments ahead of it though.
-
Inappropriate?Hmm i've just been looking at cashboard as well, I like that it has basecamp integration. Please implement this now! :)
I’m sad because i want basecamp integration
EMPLOYEE
